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How can old Pro-Forma 1099R's be deleted? My input screen includes old 1099R forms that are not valid.

My automatic fidelity input correctly picks up the current year's 1099R input. There does not seem to be a way to get rid of the forms carried over from the past 3 years Turbotax input. I can't just leave blank as the review process insists on getting info.
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1 Reply
ThomasM125
Expert Alumni

How can old Pro-Forma 1099R's be deleted? My input screen includes old 1099R forms that are not valid.

You can delete the errant Form 1099-R's as follows:

 

1. Choose the Tax Tools option on your left menu bar while working on your return

2. Choose Tools

3. Choose the Delete a form option under Other Helpful links 

4. Find the forms that you want to delete in the list and delete them

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