JulieS
Expert Alumni

Retirement tax questions

It sound like you may have an incomplete, or rolled over 1099-R, causing this problem. This is how to find and delete the problem form:

 

 

  1. Select Federal on the left side menu.
  2. Under  Wages & Income, find Retirement Plans and Social Security.
  3. Expand the section and find IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Select Start or Update to the right.
  5. On the screen titled, Here's your 1099-R info, look for the 1099-R below the gray line.
  6. Look for a trash can to right of that entry. Select the trash can and confirm that  you want to delete.
     

This what an incomplete 1099-R looks like.

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