topic How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already paid the taxes on these funds in 2022. in Retirement tax questions

How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already paid the taxes on these funds in 2022.

deejmh — Tue, 10 Feb 2026 09:35:47 GMT

I filed my taxes with a tax company last year

Re: How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already paid the taxes on these funds in 2022.

DoninGA — Wed, 24 Jan 2024 15:54:38 GMT

Delete the Form 1099-R

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

Re: How to get rid of a 1099 R form on turbo tax? This account was closed in 2021 and I already p...

TomK2023 — Wed, 24 Jan 2024 15:56:45 GMT

The best way, and often the only way, to delete income forms (including forms W-2, 1098, 1099, and K-1) is to do it from the summary screen for that particular form.

So, try that first — here's how:

Open or continue your return.
Go to the Search bar and search for the form by typing the form name (for example, W-2 or 1099-R).
Select the Jump to link with the form name.
Then, see if that takes you to a summary screen.
- If searching for a 1099-R, for example, typing 1099r in the search bar and selecting the Jump to link in the search results takes you to the Your 1099-R info so far screen.
- You can remove the 1099-R on this screen by selecting the trash icon.