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Can I delete 1099-R form from my return? I didn't receive one and have no information for it
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June 5, 2019
12:02 PM
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Retirement tax questions
Yes, you can delete this form.
To Delete a Form:
Log into your Federal return, click on
Tax Tools, (bottom left)
Tools,
Delete a form, also be sure to delete the correct worksheets associated with this form.
June 5, 2019
12:03 PM
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Retirement tax questions
Yes, you can delete a form if it's no longer needed. If you are using the TurboTax Online Version, please complete the following steps below:
- Sign in to TurboTax (if you're not already signed in)
- Click on the Take me to my return button
- Select Tax Tools> then, Tools (lower left side bar).
- Select Tool Center, choose Delete a form.
- Select Delete next to the 1099-R form you wish to delete and follow the instructions to remove. (Please see Image Below)
If you are using the TurboTax CD/Download Windows Version, please complete the following steps to delete a form:
- Switch to Forms mode. By opening your return,
- Select the Forms icon in the upper right corner of your screen (or choose Forms from the View menu at top).
- In the left pane, select the 1099-R form you want to remove.
- After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
- Follow any on-screen instructions to remove the form or forms and click Close Form to get back to the main screen. (Please see image below).
June 5, 2019
12:03 PM