HelenC12
Expert Alumni

After you file

@shirley-larson

 

DoninGA is correct. Delete the imported 1099-R form(s). Please see the navigation instructions below. 

 

To update or delete information you imported in TurboTax Online:

  1. Open or continue your return.
  2. From the menu, select Federal.
  3. Then, select Wages & Income.
  4. On the Wages and income screen, select the Edit button next to the item you would like to update or delete.

In the TurboTax CD/Download software, you can delete imported items as follows:

  1. Open your return.
  2. From the TurboTax File menu, select Remove Imported Data.
  3. Select the item(s) you want to remove and follow the instructions.

Caution!

Changing information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records.

 

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