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Level 4

Question

1099-R issue

5 replies
49 views

I removed a 1099-R in the federal side. I don't have for 2022. But did in 2021.

But on the State side it has it listed as untitled $0.00.

I went back to federal side and can't find any form or info on it.

And No errors come up

Level 15

1. Please clarify which state?

2. Did you create the state return BEFORE or AFTER you deleted the 1099-R that carried over from 2021 (at least, I assume you did this)?

If you created the state before you deleted the 1099-R, then if you are using the CD/download software, you can just delete the state, make sure the 1099-R is deleted, then re-enter the state.

If you are using the Online product, I am hesitant to have you delete the state because I don't want you to have to buy the state again. If this is the situation, then come back and tell us.

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Level 4

State is PA

And I did the deleting of the 1099 -R before I ever entered the State Return .

I waited till I was done with the whole Federal side .

Then opened the State . I keep running updates hoping it would fix things.

I am surprised it's not showing any errors so I can fix it .

Thank you for your answer

Level 15

Any chance you had this same 1099-R on your PA return in 2021? For example, did you mark this 1099-R as non-taxable in the PA interview in 2021?

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Level 4

Yes I had this same 1099-R in 2021

Yes on checking it as non deductible in 2021

But I no longer needed it for 2022 so I removed it on the federal end

But shows up in the PA as untitled at $0.00