If you didn't receive any money or withdraw any money from a retirement plan, you may not get a 1099 R. You'll get a 1099-R if you received $10 or more from a retirement plan.
If you see a 1099-R transferred from last year, you can delete it. The easiest way to delete an unwanted or duplicate 1099-R is from the Your 1099-R Entries screen.
- Open (continue) return if you don't already have it open.
- Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.
- This will take you to the Your 1099-R Entries screen.
- Select Delete next to the unwanted 1099-R and then answer Yes on the following screen.
If that doesn't work, see below:
Here's the general procedure for deleting unwanted forms, schedules, and worksheets in TurboTax Online:
- Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)
- In the left side bar, select Tax Tools> Tools.
- In the pop-up window Tool Center, choose Delete a form.
- Select Delete next to the form/schedule/worksheet and follow the onscreen instructions.
