DMarkM1
Expert Alumni

Retirement tax questions

You can delete forms individually outside of the interview questions in TurboTax.  Once you delete the forms, you can re-enter the forms in the interview as needed.  

 

In desktop versions:

  1. Select the "Forms View" at the top right of your page. 
  2. Find the 1099R(s) in the left hand menu. 
  3. Select each 1099R
  4. Click "Delete Form" at the bottom of the page.

 

In online versions:

  1. Select "Tax Tools" in the left hand menu\
  2. Select "Tools"
  3. Select "Delete a form" from the main screen
  4. Find each 1099R
  5. "Delete"
  6. "Confirm Deletion"

 

 

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