TomK
Expert Alumni

Retirement tax questions

To delete 1099-R:

1. Open your return (or continue if open).

2. Type “1099-R or 1099R” (loser-case works too) in Search box (upper right-hand corner of the screen)

3. Click on “Jump to 1099R” link.

4. On the Your 1099-R Entries screen, Select “Delete” next to the unwanted 1099-R.

5. Answer “Yes” on the next screen to confirm.