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deejmh
New Member

How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already paid the taxes on these funds in 2022.

I filed my taxes with a tax company last year
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2 Replies

How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already paid the taxes on these funds in 2022.

Delete the Form 1099-R

 

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

TomK2023
Expert Alumni

How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already paid the taxes on these funds in 2022.

The best way, and often the only way, to delete income forms (including forms W-2, 1098, 1099, and K-1) is to do it from the summary screen for that particular form.

 

So, try that first — here's how:

  1. Open or continue your return.
  2. Go to the Search bar and search for the form by typing the form name (for example, W-2 or 1099-R).
  3. Select the Jump to link with the form name.
  4. Then, see if that takes you to a summary screen.
    • If searching for a 1099-R, for example, typing 1099r in the search bar and selecting the Jump to link in the search results takes you to the Your 1099-R info so far screen.
    • You can remove the 1099-R on this screen by selecting the trash icon.
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