Retirement tax questions

Go back to the Form 1099-R section and when asked Did you get a 1099-R in 2021? click on NO.

 

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

Click on Show More

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on Start or Revisit

 

If you are still being asked to enter a Form 1099-R, delete the form -

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

If a Form 1099-R is listed, delete the form