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New Member
posted Jun 4, 2019 1:20:50 PM

How do I edit the 1099R part of the forms online?

The imported 1099R was wrong but updating and changing it does not works

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1 Best answer
Level 15
Jun 4, 2019 1:20:52 PM

On this summary page you can delete the form and then enter it again.

4 Replies
Level 15
Jun 4, 2019 1:20:52 PM

On this summary page you can delete the form and then enter it again.

Level 13
Jun 4, 2019 1:20:55 PM

If an import has failed, then the best thing to do is to delete the form (1099-R in this case), and re-add it from scratch manually (i.e., don't just re-import it again). On the screen that shows your 1099-Rs (do a Search for "1099-r" without the double quotes and jump to it), you can use the Delete button to the right of a 1099-R to delete it (online).

Of course, it goes without saying that you will want to copy down all the information on the 1099-R first before deleting it.

New Member
Jun 4, 2019 1:20:57 PM

sorry but too late for that.
I tried fixing multiple times so must delete but see no delete option on the 1099R form

Level 15
Jun 4, 2019 1:20:58 PM

You don't see the trash can on the screen shot below?