Turbo Tax is asking for for a 1099-R form info I didn't get. The one for my Prudential RMD that I didn't get this year due to the C.A.R.E.S. Act. How can I fix it?

okey1211 · ‎February 6, 2021

I'm done with both Fed and State taxes. But TT won't let me go on w/o filling in the form.

Kat · ‎February 7, 2021

This is a "ghost" form that transferred over from your prior-year return.

I think the instructions included in the TurboTax FAQ linked below will assist you. You should be able to delete the Form 1099-R that is associated with this specific retirement account. Please post back if you continue to have difficulty.

How do I view and delete forms in TurboTax Online?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

View solution in original post

Kat · ‎February 7, 2021

This is a "ghost" form that transferred over from your prior-year return.

I think the instructions included in the TurboTax FAQ linked below will assist you. You should be able to delete the Form 1099-R that is associated with this specific retirement account. Please post back if you continue to have difficulty.

How do I view and delete forms in TurboTax Online?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

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Turbo Tax is asking for for a 1099-R form info I didn't get. The one for my Prudential RMD that I didn't get this year due to the C.A.R.E.S. Act. How can I fix it?