DanaB27
Employee Tax Expert

Retirement tax questions

To delete a Form 1099-R please follow these steps:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Click the "Trash icon" next to the Form 1099-R you want to delete.

 

or

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Add/Edit" next to "IRA, 401(k), Pension Plan (1099-R)
  3. Click the "Trash icon" next to the Form 1099-R you want to delete.

 

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