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New Member
posted Oct 10, 2022 2:29:18 PM

I am not retired and did not receive a 1099-R. But Turbo Tax assume that I did receive a 1099-R. What should I do?

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3 Replies
Level 15
Oct 10, 2022 2:41:07 PM

Go back to the Form 1099-R section and when asked Did you get a 1099-R in 2021? click on NO.

 

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

Click on Show More

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on Start or Revisit

 

If you are still being asked to enter a Form 1099-R, delete the form -

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

Click on Tools

Click on Delete a form

If a Form 1099-R is listed, delete the form

Returning Member
Oct 13, 2022 9:39:20 AM

This reply  was useless because 

She said "Go back to the Form 1099-R section and when asked Did you get a 1099-R in 2021?" neither I nor my wife could find that question.

Level 15
Oct 13, 2022 10:08:39 AM

Click on Federal

Click on Wages & Income

Scroll down to Retirement Plans and Social Security

Click on Show More

On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on Start or Revisit

 

Screenshots -