DanaB27
Expert Alumni

Retirement tax questions

Please see the following steps to delete a Form 1099-R in TurboTax Desktop:

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)
  4. You should see the "Your 1099-R Entries" screen with all you Form 1099-R listed
  5. Click "Delete" next to the one you want to delete.

 

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