Rachel_W
Expert Alumni

Retirement tax questions

It sounds like a 1099-R rolled over from last year.  Please follow these instructions in TurboTax Online to delete this Form 1099-R:

  • Login to your TurboTax Account 
  • Click "Take Me To My Return"
  • Click "Federal" from the left side of your screen
  • Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Click "Delete" next to the 1099R you need to eliminate
  • Choose "Yes" to confirm