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New Member
posted Apr 2, 2025 8:08:54 AM

How do I remove a mistakenly entered document?

Program is requiring entries for a 1099 R that does not exist; a mistaken entry.

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1 Replies
Expert Alumni
Apr 2, 2025 8:23:48 AM

Under Federal

  1. Wages & Income
  2. Scroll to Retirement Plans and Social Security1099-R, IRAs, 401(k), early withdrawals [Add/Edit]
  3. Select the 1099-R you want to clear
  4. Use the Trash Can on the right side
  5. Are you sure you want to delete this 1099-R?  [Yes]