JotikaT2
Employee Tax Expert

Retirement tax questions

Go back into the Federal section of the program.

  1. Select "Wages & Income"
  2. Scroll down to "all income"
  3. Select show more to the right of "Retirement Plans & Social Security"
  4. Select start/revisit to the right of "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
  5. Select delete to the right of any 1099-R forms which are not applicable.

Delete 1099R

I also recommend scrolling down through the Income & Expenses section to ensure the information has not been entered into another section.  If it has and it shouldn't be there, you may have to delete the input.

 

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