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Level 2
June 4, 2019
Solved

How do I edit the 1099R part of the forms online?

  • June 4, 2019
  • 2 replies
  • 0 views
The imported 1099R was wrong but updating and changing it does not works
Best answer by Critter

On this summary page you can delete the form and then enter it again.

2 replies

Critter
CritterAnswer
Level 15
June 4, 2019

On this summary page you can delete the form and then enter it again.

Level 15
June 4, 2019

If an import has failed, then the best thing to do is to delete the form (1099-R in this case), and re-add it from scratch manually (i.e., don't just re-import it again). On the screen that shows your 1099-Rs (do a Search for "1099-r" without the double quotes and jump to it), you can use the Delete button to the right of a 1099-R to delete it (online).

Of course, it goes without saying that you will want to copy down all the information on the 1099-R first before deleting it.

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6868jmanAuthor
Level 2
June 4, 2019
sorry but too late for that.
I tried fixing multiple times so must delete but see no delete option on the 1099R form