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C
cscholtensmt
March 19, 2025
Question

Turbotax wants 1099R info and I did not receive one

  • March 19, 2025
  • 1 reply
  • 0 views
My financial company stated I didn't need one

    1 reply

    M
    MinhT1
    March 19, 2025

    If you don't have a form 1099-TR for 2024, then you'll need to delete the form 1099-R which is now on your tax return.

     

    To delete it in TurboTax Online, please follow these steps:

    1. Open your return
    2. In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
    3. On the Tools Center  page, click on Delete a form 
    4. A list of forms will appear. Locate the Form 1099-R and click Delete next to it.
    5. On the next screen, click Delete Form
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