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New Member
posted Feb 23, 2025 2:04:19 PM

I uploaded the incorrect document for Sound Retirement Trust. It was for the 2023. I forgot I have'nt received 2024 doc. So how do I delete the 2023 document? Thank you

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1 Replies
Expert Alumni
Feb 23, 2025 7:35:09 PM

If your income from Sound Retirement Trust is reported on Form 1099-R, it will be under the Retirement Plans and Social Security section of Wages and Income.

 

Follow the link in the TurboTax articles Where do I enter my 1099-R? and it'll take you to the Here's your 1099-R info Screen.  You can delete the incorrect 1099-R by selecting the trash can.