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jafobel
New Member

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 Reply
MinhT1
Expert Alumni

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

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
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