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February 3, 2020
Question

Somehow i have gotten something selected causing me to be stuck requiring a 1099-R. How do I "de-select" it and where would i locate that item?

  • February 3, 2020
  • 1 reply
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1 reply

DaveF1006
February 3, 2020

1) Go to Federal>wages and income>

 

2) You should be in an income Summary page and if you are, locate IRA, 401(k), Pension Plan Withdrawals (1099-R).  When you see that, select start or update.  The program may indicate that there is a 1099R listed and if there is, there should be a trash icon button next to it to delete it.

 

You can also go to tax tools>tools>delete a form.  if you see a 1099R form delete it. Delete any forms that indicates its a 1099R form.  

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