To delete your 1099-R, please complete the following steps below:
-
Sign in to
TurboTax (if you're not already signed in)
- Click on
the Take me to my Return button
- Click
on Federal Taxes tab
- Click
on Wages and Income tab
- Scroll
down to Retirement Plans and Social Security
- Click on
the Edit/Add button
- Select Delete (trashcan icon) on the line listing the 1099-R (that
is no longer applicable).
- Select Yes on "Are you sure you
want to delete this 1099-R?"
Or
-
Sign in to TurboTax (if you're not already signed in)
- Click on the Take me to my Return button
- Select Tax Tools> Tools (lower left side bar).
- Select Tool Center, choose Delete a form.
- Select Delete next to the form/schedule/worksheet and follow the onscreen instructions. (Please see Image Below)