To remove a doubled Form 1099-R entry, you have two options:
- Go to Income
- Click Review on IRA, 401(k), and pension plan withdrawals
- Click on the trash can to the right of your Form 1099-R, which will delete the Form
- After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel
You can also delete the form following these steps:
- Go to Tax Tools on the right hand panel inside of TurboTax
- Click on the down arrow and scroll down to Tools
- Click on Tools and select Delete a form from the menu items that appear in the Tool Center
- Click on the trash can icon to the right of the Form 1099-R you would like to delete
If you would like to edit an existing Form 1099-R entry in TurboTax, do the following:
- Go to Income on the left panel within your TurboTax account
- Click on the Review to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Click on the pencil to the right of your 1099-R to review/edit it
- Continue through the questions until you reach, "Enter your 1099-R details from _"
- Enter the information from the original Form 1099-R that you received
- Ensure the details from your Form 1099-R are correct checking for which Distribution Code was used in Box 7 (or review if imported), then Continue
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