DMarkM1
Expert Alumni

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.

  1. Click "Tax Tools" in the left hand menu
  2. Click "Tools"
  3. Click "Delete a Form"
  4. Find the 1099R that does not belong
  5. "Delete"
  6. "Confirm Deletion"
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