Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Feb 24, 2024 9:37:41 AM

Can I delete a form 1099R in its entirety I’m doing this on my computer not online

1 4 1363
1 Best answer
Expert Alumni
Feb 24, 2024 9:51:36 AM

Please see the following steps to delete a Form 1099-R in TurboTax Desktop:

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)
  4. You should see the "Your 1099-R Entries" screen with all you Form 1099-R listed
  5. Click "Delete" next to the one you want to delete.

 

4 Replies
Expert Alumni
Feb 24, 2024 9:40:04 AM

Yes.  Go to the Form 1099-R section and you should see a list of all of the entries that have been made.  Click the trash can icon or the Delete button next to the one you want to delete.

Level 3
Feb 24, 2024 9:43:22 AM

I don’t see any of that… I’m using the Costco version on my laptop 

Expert Alumni
Feb 24, 2024 9:51:36 AM

Please see the following steps to delete a Form 1099-R in TurboTax Desktop:

 

  1. Click "Federal Taxes" on the top and select "Wages & Income"
  2. Click "I'll choose what to work on"
  3. Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)
  4. You should see the "Your 1099-R Entries" screen with all you Form 1099-R listed
  5. Click "Delete" next to the one you want to delete.

 

Level 3
Feb 24, 2024 9:59:07 AM

Ah Thxs a million!