Retirement tax questions

Delete all 1099-R forms that are entered in the program, delete the disaster distribution forms. If you have a 1099-R, re-enter it and be sure to mark no to any disaster distributions.

To delete, if you are using:

• Online: see How do I view and delete forms in TTO?
•  Desktop: If you are working in the cd/download TurboTax program:
  1. On the top right, there is a FORMS button. 
  2. Click on FORMS.
  3. Locate the form you want to delete.
  4. Click on the form name.
  5. Below the form, bottom left, select DELETE FORM button. 

If this does not work, follow these steps:

Desktop version: 

1. Delete the form
2. Save your return while closing the program.
3. Update the program
4. Open

Online version:

A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).

For stuck information follow these steps:

1. Delete the form/ worksheet- if possible, see How to Delete  
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return

@mandleyj 

@Leigh Ann82