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Retirement tax questions
If you cannot make the change in the 1099-R interview, use the "Delete a Form" tool to remove the 1099-R (and any associated worksheets).
See: How do I delete forms in TurboTax Online?
After deleting the 1099-R (and any associated worksheets), log out of the program. When you log back in, use the Delete a Form tool (List of Forms in My Return) to confirm they have been removed from your return. Then, go back to the Retirement Income and Social Security interview to add the 1099-R back in.
‎June 6, 2019
7:28 AM