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Level 1
July 18, 2022
Question

I did not have any distributions. yet 1099-R keeps popping up. How to get rid of it ?

how to get rid of 1099-R poping up ?

2 replies

Alumni - Champ
July 18, 2022
Critter-3
Level 15
July 18, 2022

If you had a 1099-R last year and you transferred in the prior year info then all you have to do is review the 1099-R section and remove the unwanted unneeded shell form that is sitting there.  Edit that section then delete the form using the handy trash can icon.