MinhT1
Expert Alumni

Retirement tax questions

That form 1099-R was transferred from your previous year's return.

 

If you don't have a form 1099-R in 2024, you'll need to delete it in TurboTax.

 

To delete it in TurboTax Online, please follow these steps:

  1. Open your return
  2. In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
  3. On the Tools Center  page, click on Delete a form 
  4. A list of forms will appear. Locate the form 1099-R and click Delete next to it.
  5. On the next screen, click Delete Form
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"