MarilynG1
Expert Alumni

Retirement tax questions

You could try to Delete Form 4972 from your return. 

 

Click this link for info on How to Delete a Form in TurboTax Online.

 

In TurboTax Desktop, click on FORMS in the upper right, then choose 'Open Form' on the next screen above 'Forms in My Return', then 'Delete Form' at the bottom when the form opens. 

 

You may also want to review your 1099-R entry and the follow-up questions afterward (some pop up even after selecting 'Continue' at the income topics page). 

 

This link has instructions you may find helpful on How to Enter 1099-R.

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