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Retirement tax questions
No. If you are not using them on your taxes this year, you do not need to keep them. You can select remove them.
When you say "I went to report them this year" do you mean you have 1099's from the same company? If so, you can select yes to keep them just click edit and enter the numbers instead of the company info.
You can also remove them. Basically, it is just a way to save a few extra minutes when entering the forms. As long as you do not duplicate the forms and you remove them if you entered them separately, it will all be the same in the end.
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‎April 28, 2025
7:15 AM