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posted Feb 28, 2026 2:39:10 PM

Form 1099-Q: how do i unlink Line D?

The software knows i am linking it to a dependent, but is also trying to link line D and I can’t get it to stop and can’t file. How do i reverse this?

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1 Replies
Employee Tax Expert
Mar 4, 2026 3:01:48 PM

When viewing the 1099-Q in FORMS, do you have 'Dependent' checked as Beneficiary, and 'Taxpayer' checked as Recipient in A and B?  If you don't have 'someone else' checked for either of these, there should be no worksheet created.

 

If there is a link when you click on the arrow in Box D, you should get an option to 'Remove Link'

 

You may need to Delete Form 1099-Q and re-enter it if this doesn't correct the error.

 

@palonline