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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:
- Select Federal on the left side menu.
- Under Wages & Income, find Retirement Plans and Social Security.
- Expand the section and find IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Select Start or Update to the right.
- On the screen titled, Here's your 1099-R info, look for the 1099-R below the gray line.
- 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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‎April 4, 2023
7:08 AM