DanaB27
Expert Alumni

Retirement tax questions

If you don't have any Form 1099-R to report then you can skip the retirement section. 

 

To delete a Form 1099-R that got carried over:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start/Edit" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Click "Delete" next to the Form 1099-R

 

If you received a retirement distribution but haven't received Form 1099-R you can check with your financial institute how to get the Form 1099-R.

 

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