Follow the steps below to delete the 1099-K form and add the 1099-R.
To delete the 1099-K do it from within your return:
- Search for Form 1099-K in the search bar
- Select the Jump to link in the search results to get to the summary screen
- Select the trash can icon to delete.
To enter your 1099-R:
- Continue your return.
- In the Federal section, select Wages & Income.
- Scroll to locate Retirement Plans and Social Security.
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).