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I do not have a 1099R this year (I did in 2019). I deleted the form, but the Mass State form is trying to pull info from it. Will not allow me to file.

 
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1 Reply
LinaJ2020
Expert Alumni

I do not have a 1099R this year (I did in 2019). I deleted the form, but the Mass State form is trying to pull info from it. Will not allow me to file.

To remove 1099-R completely from the program, follow these steps:

 

In TurboTax online,

 

1.  Sign into your account, select Pick up where you left off

2.  Select Tax Tools, click on the drop down arrow

3.  Select Tools

4.  Under Other helpful links, choose Delete a form

5.  Select Delete next to Form 1099-R and Continue with My Return

 

If you are under age 59 1/2, the distribution from the retirement accounts is considered as an early withdrawal.  Generally, you are subject to an additional 10% penalty of your entire distribution unless you met certain criteria.  Due to the Section 2202 CARES Act, if your distribution is related the Covid-19, you will not be liable for this additional penalty.  For more information from the IRS, click here: Covid Relief.  If your distribution is not related to the Covid, you will need to pay the penalty. 

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