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Retirement tax questions
Sometimes information from a prior year return will transfer to the current year. If any forms no longer apply in tax year 2020, you can safely delete them.
- Click "Tax Tools" in the left hand menu
- Click "Tools"
- Click "Delete a Form"
- Find the 1099R that does not belong
- "Delete"
- "Confirm Deletion"
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‎February 16, 2021
11:10 AM