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Level 2
January 6, 2024
Question

Why is last years 1099R attached to 2023 return? It should not be there and there is no way for me to remove since it is not listed. The only reason I found at Explain

  • January 6, 2024
  • 5 replies
  • 24 views
Explain my taxes shows it listed as my income but no way to remove 1099R

5 replies

DoninGA
Level 15
Level 15
January 6, 2024

You can delete the 2022 Form 1099-R that carried over to the 2023 tax return

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Level 2
January 6, 2024

It is not listed in my income, it is a phantom form?

VolvoGirl
Level 15
January 6, 2024

Also look for form 8915.  Did you have a distribution back in 2020 that was spread over 3 years?  Those have been transferring over like a 4th year.  

Level 2
January 6, 2024

I would like to delete but it is not listed in my income. It is a phantom form? 

DoninGA
Level 15
Level 15
January 6, 2024

You can look at your tax return to make sure it is not affecting the tax data on the 2023 return in any way (it should not )

Click on Tax Tools

Click on Tools

Click on View Tax Summary

Click on Preview my 1040 on the left side of the screen.