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Level 1
April 15, 2026
Question

how do I remove incorrect 1099R info?

  • April 15, 2026
  • 1 reply
  • 22 views
It is duplicated for Annuity which it is not - is Pension only.

1 reply

Level 6
April 15, 2026

To remove a doubled Form 1099-R entry, you have two options:

 

  1. Go to Income
  2. Click Review on IRA, 401(k), and pension plan withdrawals
  3. Click on the trash can to the right of your Form 1099-R, which will delete the Form
  4. After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel

You can also delete the form following these steps:

 

  1. Go to Tax Tools on the right hand panel inside of TurboTax
  2. Click on the down arrow and scroll down to Tools
  3. Click on Tools and select Delete a form from the menu items that appear in the Tool Center
  4. Click on the trash can icon to the right of the Form 1099-R you would like to delete

 

If you would like to edit an existing Form 1099-R entry in TurboTax, do the following:

 

  1. Go to Income on the left panel within your TurboTax account
  2. Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Click on the pencil to the right of your 1099-R to review/edit it
  4. Continue through the questions until you reach, "Enter your 1099-R details from _"
  5. Enter the information from the original Form 1099-R that you received
  6. Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue
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