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posted Jun 6, 2019 10:06:06 AM

I did not receive a 1099-R from LPL Financial because I did not take any funds from my account. Do I need to complete this form?

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1 Best answer
Level 1
Jun 6, 2019 10:06:08 AM

No, you do not need to complete the form you did not take any distribution in 2017. If you are experiencing with the form, try deleting it from these steps.

  1. In your TurboTax Online account, start from the main Tax Home page
  2. Click on Take me to my return
  3. On the left side, click on the Tax Tools to expand
  4. Then, select Tools. A screen will appear then select Delete a form
  5. Then, scroll down until you see 1099-R (select the brokerage name is you have more than one). Click on Delete to remove the form
  6. To save your work, scroll down to the bottom and click on Continue With My Return

1 Replies
Level 1
Jun 6, 2019 10:06:08 AM

No, you do not need to complete the form you did not take any distribution in 2017. If you are experiencing with the form, try deleting it from these steps.

  1. In your TurboTax Online account, start from the main Tax Home page
  2. Click on Take me to my return
  3. On the left side, click on the Tax Tools to expand
  4. Then, select Tools. A screen will appear then select Delete a form
  5. Then, scroll down until you see 1099-R (select the brokerage name is you have more than one). Click on Delete to remove the form
  6. To save your work, scroll down to the bottom and click on Continue With My Return