topic Re: 1099-R in Retirement tax questions

1099-R

annemshin — Sun, 16 May 2021 15:15:08 GMT

I have the 1099-R form but the software keeps suggesting the substitute form. How do I fix this?

macuser_22 — Sun, 16 May 2021 15:19:06 GMT

@annemshin wrote:

I have the 1099-R form but the software keeps suggesting the substitute form. How do I fix this?

Delete the 1099-R and re-enter, do not select the substitute type.

annemshin — Sun, 16 May 2021 15:22:49 GMT

How do I delete my entry? Just type over?

DoninGA — Sun, 16 May 2021 15:25:00 GMT

@annemshin wrote:

How do I delete my entry? Just type over?

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the Your 1099-R Entries screen, delete the Form 1099-R listed.

annemshin — Sun, 16 May 2021 15:47:33 GMT

Thank you! That worked!!!