DaveF1006
Employee Tax Expert

Retirement tax questions

It depends. Check to see if Box 16 is blank or has a lower amount than the tax withheld in Box 14. If this isn't the case, i would suggest deleting the 1099R and then re-eenter again just to break this loop. To delete.

 

  1. On the left-hand menu, click Tax Tools > Tools. If using the desktop product, go to your forms mode.
  2. Select Delete a form from the pop-up window. in th forms mode, locate the form, select it, and delete it when it appears in the right-pane of your return.
  3. Find the 1099-R in the list and click Delete next to it. Delete all worksheets that might be associated with it.
  4. Log out or close your return so the changes are saved.
  5. Log back in again.
  6. Re-enter your 1099R. Don't import it but manually add it back in again. Make sure all boxes 14-16 are filled in.

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"