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Retirement tax questions
Sometimes the best way to correct this experience is to delete the 1099-R entry and choose the "Type it in myself' option.
Use the "Delete a Form" option in online products (steps below) or the "Forms Mode" in desktop (CD/Download) products to delete the form 1099-R.
1. Select "Tax Tools" in the left hand menu
2. Select "Tools"
3. Select "Delete a Form"
4. Find the 1099-R
5. "Delete"
6. "Confirm Deletion"
After deleting the 1099-R navigate to (or jump to using the search icon) the "IRA, Pension Plans...1099-R" topic in the "Wages & Income" section.
Add a 1099-R>Change how I enter my form>type it in myself
Type in the form information and continue to complete the section.
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March 27, 2024
6:16 AM