To delete the 1099-R, please follow these steps:
- While in
your return, click on Tax Tools > Tools (in the black bar
at the side of your screen).
- Under "Other helpful
links" click on Delete a form. Click Delete next to the appropriate form or schedule
and follow the onscreen instructions. Once you have finished deleting the
desired form(s) click the Continue with My Return box (in the lower
right of your screen).
If you are still having problems deleting the 1099-R, please follow these alternative steps:
- Click on Federal > Wages
& Income.
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).
- If you've already started entering a 1099-R, you will see a screen Your1099-R Entries. Delete the 1099-R you started to enter by clicking the Delete box next to it.
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