- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Delete the 1099-Q. It is an informational only document and it does not need to be reported on your tax return unless there are taxable earnings reported. If it was a trustee to trustee transfer, it is not taxable. Keep the 1099-Q with your tax records.
How to delete forms in TurboTax Online
How to delete forms in TurboTax Desktop
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
2 hours ago