DawnC
Employee Tax Expert

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

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