DanaB27
Expert Alumni

Retirement tax questions

Please check the retirement section if you have a Form 1099-R entry. If you didn't take any distributions in 2022 then delete any Form 1099-R listed:

 

  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 Form 1099-R

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"