DanaB27
Expert Alumni

Retirement tax questions

Yes, you will delete the 2024 Form 1099-R that you entered in the retirement section:

 

  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. On the "You 1099-R Entries" screen delete the 1099-R

 

@AprilWang 

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