JulieS
Expert Alumni

Get your taxes done using TurboTax

This is happening because TurboTax carried your 2020 1099-R form to your 2021 return, but you can delete it.

 

If you are using TurboTax Online:

  1. From inside the return, scroll down to Tax Tools on the bottom of the left side menu.
  2. Select Tools.
  3. Click on Delete a form (third on the list at the bottom of the screen).
  4. Find Form 1099-R on the list of forms.
  5. Click Delete to the right.
  6. Confirm your Delete.
  7. Click Continue in the lower right.
  8. Click Continue with my return.


If you are using the Desktop version (disc or download):

 

  1. Click Forms toward the upper right corner. 
  2. Find Form 1099-R on the list on the left.
  3. Highlight it, then click Delete in the lower left corner of the reading pane.
  4. Click on Step by Step in the upper right corner to return to the interview.

Once you have deleted the incomplete 1099-R, you should be able to e-file.

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