LindaS5247
Employee Tax Expert

Retirement tax questions

The information that you enter for your federal tax return flows over to your state tax return.  If you delete the duplicate Form 1099-R it should not show up on your state tax return.  

 

To make sure this Form 1099-R is deleted, you can follow the steps listed below.

 

If you are using TurboTax Online:

  1. Go to "Tax Tools" in your left panel of your TurboTax screen, then 
  2. Select "Tools" and 
  3. under "Other Helpful Links
  4. select "Delete a Form.
  5. This will bring up all of your forms and you can click on "Delete" next to the Form "1099-R" that you want to delete.

 

If you are using TurboTax Desktop: 

  1. 1. Click on the "Forms Icon" on the top right of your screen to bring up  "Forms Mode
  2. 2. Choose your "Form1099-R"from the list of forms in the left panel of your TurboTax screen
  3. 3. Use the "Delete Form" option at the bottom of your Form 1099-R that is displayed in your right panel of your TurboTax screen
  4. Select "Yes" to confirm the deletion of this form

 

Please return to Community if you have any additional information or questions and we would be happy to help.


 

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