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Retirement tax questions
The Form 1099-R may have been inadvertently added to the tax return. Please take the steps below to delete the Form 1099-R.
- Open TurboTax
- In the upper right corner type 1099-r in the search box, then select find (see screenshot)
- Next select Jump to 1099-r (see screenshot)
- This will bring you to a screen that says Your 1099-R entries Select Delete and follow the onscreen instructions to continue with your tax return.
If you still see the form after following the above steps, please take the steps below to delete the Form 1099-R form the TurboTax program.
- 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 then select Tools.
- In the pop-up window Tool Center, choose Delete a form.
- Select Delete next Form 1099-R and follow the onscreen instructions
‎June 4, 2019
7:28 PM