DawnC
Expert Alumni

Get your taxes done using TurboTax

You don't need to edit or review the 1099-R forms - the questions are not asked during the form entry - they are asked AFTER entering the 1099-R forms.   Click Done or Continue at the bottom of the summary page to get to the questions you need to answer NO on.   See below for the screens you are looking for.  There are multiple screens you must say NO on.    After you confirm you answer NO here, you can delete the form.    If all of those screens are NO, then you told TurboTax one of your 1099-Rs was used to payback a prior year distribution.   You may want to delete your 2 forms and re-enter them - sometimes entries get stuck and deleting them is the only way to fix it.   

 

   

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