DanaB27
Expert Alumni

Retirement tax questions

Yes, the 2019 1099-R with code P will be filed under 2018.

 

You do not need to waste your time to delete the 1099-R from your 2019 tax return because the code tells TurboTax to ignore it. But if you prefer to delete it please follow these steps:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R” and you should see the “Your 1099-R Entries” screen
  4. Delete the 1099-R

Yes, you would amend both returns.

 

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