1099R bug

Forum|Forum|4 years ago
April 4, 2022
1 reply
4 views

I imported my data from 2020. It contained a 1099 R withdrawal. The retirement account was liquidated. For 2021 there was no 1099 R. There was no account. My 2021 income statement, line by line shows no 1099R income. When it asks for 1099R income I reply none. When I get to income summary it post the 1099R from 2020.

How can I delete this entry when it is not in the list to begin with.

JulieS

Level 15

This is happening because TurboTax carried your 2020 1099-R form to your 2021 return, but you can delete it.

If you are using TurboTax Online:

From inside the return, scroll down to Tax Tools on the bottom of the left side menu.
Select Tools.
Click on Delete a form (third on the list at the bottom of the screen).
Find Form 1099-R on the list of forms.
Click Delete to the right.
Confirm your Delete.
Click Continue in the lower right.
Click Continue with my return.

If you are using the Desktop version (disc or download):

Click Forms toward the upper right corner.
Find Form 1099-R on the list on the left.
Highlight it, then click Delete in the lower left corner of the reading pane.
Click on Step by Step in the upper right corner to return to the interview.

Once you have deleted the incomplete 1099-R, you should be able to e-file.

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fmeharderAuthor

Level 2

I tried that several times before posting here. It continued to fail. That is why I listed it as a bug. I started a new return and did NOT import data. That was successful.