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Level 2
March 8, 2021
Solved

Inherited IRA

  • March 8, 2021
  • 2 replies
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Did not withdraw in 2020 from my Inherited IRA due to CARES Act and did not receive a 1099-R for 2020. How do I remove auto-populated 1099-R information from 2019. 

    Best answer by DoninGA

    Delete the Form 1099-R

    Click on Tax Tools on the left side of the online program screen

    Click on Tools

    Click on Delete a form

    2 replies

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    March 8, 2021

    Delete the Form 1099-R

    Click on Tax Tools on the left side of the online program screen

    Click on Tools

    Click on Delete a form

    JA2021Author
    Level 2
    March 8, 2021

    Thanks

    macuser_22
    Alumni - Champ
    Alumni - Champ
    March 8, 2021

    Go to the Retirement, 1099-R area and delete the unwanted 1099-R.

    **Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**