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Jul
New Member

I unknowingly entered and worked my CSA 1099-R as a regular1099-R. How can I go back and change this into a CSA1099-R so turbotax recognizes it as a civil service1099-R?

 
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1 Reply
KrisD
Intuit Alumni

I unknowingly entered and worked my CSA 1099-R as a regular1099-R. How can I go back and change this into a CSA1099-R so turbotax recognizes it as a civil service1099-R?

This question is not asked a second time after the 1099-R has been entered. You will need to delete the 1099-R and enter it again marking it as a CSA 1099-R. 

There are 2 ways to delete the erroneous 1099-R:

Sign in to your online account

Continue working on your return

Click Tax Tools on the left side bar

Click Tools on the drop-down

Click "Delete a form" on the “Tools Center” screen

Scroll to the 1099-R you wish to remove and click Delete

Confirm the delete

-OR-

Edit and delete the 1099-R found under Federal> Deductions & Credits> IRA, 401(k), Pension Plan Withdrawals (1099-R)

IRA, 401(k), Pension Plan Withdrawals (1099-R)

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