BillM223
Expert Alumni

Retirement tax questions

If you are sure that you should not claim the credit on form K-40PT, you can try to delete the form and see if that fixes the issue in the Review.

 

*** Desktop***

 

1. go to View (at the top), choose Forms, and select the desired form (K-40PT). Note the Delete Form button at the bottom of the screen.

 

*** Online ***

1. go to Tax Tools (on the left), and navigate to Tools->Delete a form

2. delete form(s) K-40PT

 

If that doesn't address your in the Review, come back and tell us.

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