Why is it asking for a 1099-R when I did not get any benefits?

[smarszalek37]

I was not paid any benefits.

[xmasbaby0]

If you did not receive income from a pension or from a retirement account like a 401k or an IRS and do not have a 1099R then you skip that part and enter nothing there.

[JulieS]

Form 1099-R is issued for rollovers, annuities and various type of retirement income, so sometimes you do get one even when you are not "paid benefits". 

If you do not have a 1099-R, but the program is prompting you to enter one, you probably have an incomplete 1099-R entry, either started by mistake, or carried over from last year. 

To find and delete the problem form:

1. Select Federal on the left side menu.
2. Under  Wages & Income, find Retirement Plans and Social Security.
3. Expand the section and find IRA, 401(k), Pension Plan Withdrawals (1099-R).
4. Select Start or Update to the right.
5. On the screen titled, Review your 1099-R info, look for the 1099-R entry.
6. Look for a trash can to right of that entry. Select the trash can and confirm that  you want to delete.
    

[smarszalek37]

Thank you so much. I have been struggling with this for weeks. I do not have any tax forms on the Fidelity site and was at a loss.