JohnB5677
Expert Alumni

Retirement tax questions

Yes the 1099-R can be deleted.

 

 Select Tax Tools

  • You may have to minimize both the Federal and State options by clicking the Down Arrows on the Sidebar.
  • You will then clearly see Tax Tools
  • Click the arrow to up to see additional options
  1. Once you can work on Tax Tools
  2. On the drop-down select Tools
  3. There will be 3 or 4 green boxes
  4. Select Topics Search
  5. Type 1099-R
  6. A list of your existing accounts will appear
  7. Next to the one you want to eliminate, Select the TRASH CAN
  8. Confirm Delete
  9. Continue through the interview.

 

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