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Retirement tax questions
Since you are having issues with your Form 1099R, I suggest you delete the Form and re-enter it in the "Wage & Income" section of your return.
Follow these steps to delete your 1099-R in TurboTax.
- Open (continue) your return if you don't already have it open.
- Search for 1099-R and select the Jump to link in the search results.
- This will take you to the Review your 1099-R info screen.
- Select the trash can next to your 1099-R and then answer Yes.
Or, you can use the Tool feature to delete the Form instead:
- Sign in to TurboTax and open or continue your return, if you haven't already.
- Select Tax Tools from the left menu, then delete Form 1099R.
- Answer Yes to confirm.
Before logging back into your account, clear your Cache to ensure no information is trapped. See the link below:
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March 24, 2023
7:16 AM