To delete your 1099-R, 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
- Click
on Federal Taxes tab
- Click
on Wages and Income tab
- Scroll
down to Retirement Plans and Social
Security section
- Click on
the Edit/Add button
- Select Delete (trashcan icon) on the line listing the 1099-R
(that is no longer applicable).
- Select Yes on "Are you sure you want to delete this
1099-R?"
Or you can delete the
1099-R form by completing these steps:
-
Sign in to TurboTax (if you're not
already signed in)
- Click on
the Take me to my return button
- Select Tax Tools> Tools (lower left
side bar).
- Select Tool Center, choose Delete a form.
- Select Delete next to the 1099-R form and follow
the onscreen instructions. (Please see Image Below)
