ToddL99
Expert Alumni

Tax help for military filers

Is the Federal ID Number 34-0727612? If so, that is the correct number and you may have to delete and re-enter your 1099-R to fix the problem.

 

How do I delete forms in TurboTax Online? 

 

Why does this happen? Once you enter (or import or transfer) certain information, the program creates or updates forms and worksheets that use that information. In many cases, you cannot "change" that information in the interview process - in a manner of speaking, it has been "written in ink" on the forms. You have to delete the form and any associated worksheets in order to correct. 

 

If the program thinks the Payer's EIN is incorrect and you can't change it in the interview, then use the "Delete a Form" tool to remove the 1099-R (and associated worksheets, if any). 

 

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.  

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