How do I remove a 1099R form from my Turbo Tax that is not needed?

wildar37 — Mon, 23 Feb 2026 12:13:08 GMT

Can I remove a 1099R form from my return?

Re: How do I remove a 1099R form from my Turbo Tax that is not needed?

AnnetteB6 — Sat, 18 Feb 2023 17:52:39 GMT

Yes, you can delete a Form 1099-R that you have entered.

Use these steps:

On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
This opens a box where you can type in “1099-R” and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
The search results will give you an option to “Jump to 1099-R”
Click on the blue “Jump to 1099-R” link

This will take you to the Form 1099-R summary page. Click Delete or the trash can icon next to the one you need to remove.

After doing this, be sure to continue through any follow-up questions as you leave the summary page.

fr31b3rgs — Wed, 15 Nov 2023 20:06:27 GMT

How can I do this in the desktop app?