MarilynG1
Expert Alumni

Retirement tax questions

When you use FORMS > Open Form > 1099-B Worksheet and are looking at the form, click 'Delete Form' at the bottom of the form.

 

OR, type '1099-b' in the Search area, then click on 'Jump to 1099-b'.

 

At the 'Here's all the Investment Accounts we have so far' page, delete the 'Untitled' entry. 

 

Click this link for more info on How to Enter 1099-R.

 

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