2892741
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

wildar37
New Member

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

Can I remove a 1099R form from my return?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
AnnetteB6
Expert Alumni

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

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. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
fr31b3rgs
Returning Member

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

How can I do this in the desktop app?

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question