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New Member
posted Feb 18, 2023 9:40:47 AM

How do I remove a 1099R form from my Turbo Tax that is not needed?

Can I remove a 1099R form from my return?

0 2 2019
2 Replies
Expert Alumni
Feb 18, 2023 9:52:39 AM

Yes, you can delete a Form 1099-R that you have entered.    

 

Use these steps:

 

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner) 
  • This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-R
  • Click on the blue “Jump to 1099-R” link

 

This will take you to the Form 1099-R summary page.  Click Delete or the trash can icon next to the one you need to remove.  

 

After doing this, be sure to continue through any follow-up questions as you leave the summary page. 

Returning Member
Nov 15, 2023 12:06:27 PM

How can I do this in the desktop app?