HopeS
Expert Alumni

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.

  1. Open (continue) your return if you don't already have it open.
  2. Search for 1099-R and select the Jump to link in the search results.
  3. This will take you to the Review your 1099-R info screen.
  4. 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:

  1. Sign in to TurboTax and open or continue your return, if you haven't already.
  2. Select Tax Tools from the left menu, then delete Form 1099R.
  3. Answer Yes to confirm.

Before logging back into your account, clear your Cache to ensure no information is trapped. See the link below:

 

How to Clear Cache

 

@RobertRummel 

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