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New Member
posted Feb 24, 2025 11:18:17 AM

i rolled over an ira, but turbotax thinks i should still get a 1009R. how to skip this 1099R?

i no longer have an ira or 1099R. how to get turbotax to sip this?

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1 Replies
Expert Alumni
Feb 24, 2025 11:21:29 AM

That form 1099-R was transferred from your previous year's return.

 

If you don't have a form 1099-R in 2024, you'll need to delete it in TurboTax.

 

To delete it in TurboTax Online, please follow these steps:

  1. Open your return
  2. In the left-hand column, locate Tax Tools, click on the drop-down arrow then click on Tools
  3. On the Tools Center  page, click on Delete a form 
  4. A list of forms will appear. Locate the form 1099-R and click Delete next to it.
  5. On the next screen, click Delete Form