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I had to enter the data of one 1099-R form because TurboTax couldn't link with bank. Now it asks if I want to delete the form. Should I say yes?

I assume they mean the old form and not what I entered.
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1 Reply
BillM223
Employee Tax Expert

I had to enter the data of one 1099-R form because TurboTax couldn't link with bank. Now it asks if I want to delete the form. Should I say yes?

If you have more than one 1099-R entered in TurboTax, you should be able to see this and know what you are deleting.

 

Navigate to Wages & Income->Retirement Plans & Social Security->IRA, 401(k), Pension Plans withdrawals (1099-R). Note that this is the navigation in the CD/download TurboTax product. The Online product may use different wording, but the general navigation should be the same.

 

When you enter the 1099-R section, if you have one or more 1099-Rs entered, you should see a list. "Edit" each one to enter and see it.

 

I am assuming that TurboTax asked if you wanted to delete a 1099-R ONLY because there were important fields missing, which would be consistent with a failed download.

 

Anyway, check them each and throw away (DELETE button or trash can icon) the one that doesn't belong.

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