BillM223
Expert Alumni

Retirement tax questions

Another note:

 

If none of the above works, try this.

 

*** Desktop***

 

1. go to View (at the top), choose Forms, and select any 1099-Rs. 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) 1099-R (if any)

 

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