PaulaM
Employee Tax Expert

Retirement tax questions

You may have to delete the IRA contributions and IRA information worksheets. Maybe the Form 5329 as well, if the only item you have recorded on it is the test IRA contribution.

Note: Be careful! Once you delete, it is gone for good. You will have to re-enter data if you delete by mistake.

  • Select My Account
  • Tools
  • Delete a Form
  • Scroll list to locate the form and delete.

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