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Turbotax wants 1099R info and I did not receive one

My financial company stated I didn't need one
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1 Reply
MinhT1
Expert Alumni

Turbotax wants 1099R info and I did not receive one

If you don't have a form 1099-TR for 2024, then you'll need to delete the form 1099-R which is now on your tax return.

 

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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