CatinaT1
Expert Alumni

Retirement tax questions

Look to see if there is a 1099R associated with your return anywhere by doing the following steps. If you see one, delete it. Also, delete any worksheets that refer to a 1099-R.  

 

  1. On the menu bar on the left that shows. 

  1. Select Tax Tools 
  2. On the drop-down select Tools 
  3. On the Pop-Up menu select Delete a Form 
  4. This will give you all of the forms in your return 
  5. Scroll down to the form you want to delete 
  6. Select the Form 
  7. Click on Delete

Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. 

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