SharonD007
Expert Alumni

Retirement tax questions

You may have had a 1099-R that transferred from last year. You can delete it by following the instructions below:

 

  1. Open TurboTax
  2. Go to Income & Expenses
  3. Select Review/Edit
  4. Go to Form 1009-R
  5. Select Add/Edit
  6. Select the trash can next to the 1099-R that you want to delete

 

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