Sometimes taxpayers accidentally open the 1099-R screen which
adds a 1099-R even though they actually didn't want to and didn't enter any
data.
#1 If you don't have any 1099-Rs, then try the
following (this is for the Online product):
- Go to Tax Tools (on the left).
- Select Tools and click on "Delete a form" under the
Tools Center that appears.
- You will now see a long list of "forms" (many are just
worksheets).
- You should delete anything that begins with "Form
1099-R", and after you have deleted any and all, go farther down the list
and delete "Forms 1099-R Summary".
#2 If on the other hand, you do have a
1099-R
, then you need to return to the entry section for 1099-Rs (Federal->Wages
& Income->Retirement Plans & Social Security and click on
"IRA, 401(k), Pension Plan Withdrawals (1099-R)"). You should see a list of 1099-Rs that you have
entered.
If
there is one or more 1099-Rs that don't have a name (in the Paid By column),
then this is probably an incomplete 1099-R that was accidentally created. If
you don't know what it is, deleted it (on the far right).
Then
recheck your entries on the other 1099-Rs (if any), and continue your return.
