KrisD15
Expert Alumni

Retirement tax questions

Have you returned to the screen where the 1099 is listed and selected "Edit"? 

If you are not able to edit, you will need to delete it and enter it manually (type it in) so that you can claim only half. 

 

To Delete a Form in Desktop:
Simply switch to FORMS (top right corner) 
Find the form you want
Select DELETE located at the bottom of the screen 
Confirm

To Delete a Form in Online:
Click TAX TOOLS on the left side-bar
Click TOOLS on the Drop-Down 
Click “Delete a Form” on the TOOLS CENTER screen 
Click Delete next to the form on the list 
Confirm and continue 
 

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