Can I delete 1099-R form from my return? I didn't receive one and have no information for it

 

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. 


ModestaL
New Member

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).