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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:
- Select the "Forms View" at the top right of your page.
- Find the 1099R(s) in the left hand menu.
- Select each 1099R
- Click "Delete Form" at the bottom of the page.
In online versions:
- Select "Tax Tools" in the left hand menu\
- Select "Tools"
- Select "Delete a form" from the main screen
- Find each 1099R
- "Delete"
- "Confirm Deletion"
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March 14, 2022
6:31 AM