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Retirement tax questions
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
- 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- Select Delete (trashcan icon) on the line listing the 1099-R (that is no longer applicable).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?"
You could also delete your 1099-R, by completing these 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> Tools (lower left side bar).
- Select Tool Center, choose Delete a form.
- Select Delete next to the form/schedule/worksheet and follow the onscreen instructions.
‎June 6, 2019
10:22 AM