Retirement tax questions

To delete your 1099-R:

  • Go to Federal > Wages & Income
  • Scroll down to the Retirement Plans and Social Security section
  • Click Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • On the Your 1099-R Entries screen, click Delete next to the 1099-R you want to remove and then Yes to confirm.