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How do I delete the 1099-R information? I hit the wrong button.

 
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1 Reply
SamiaI
Employee Tax Expert

How do I delete the 1099-R information? I hit the wrong button.

Here's the general procedure for deleting unwanted forms, schedules, and worksheets in TurboTax Online:

  1. Open your return in TurboTax. (To do this, sign in to TurboTax, and select the Take me to my return button.)
  2. In the left side bar, select Tax ToolsTools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. Select Delete next to the form/schedule/worksheet and follow the onscreen instructions.

Or, 

See steps below to delete unwanted or duplicate 1099 R:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.
  3. This will take you to the Your 1099-R Entries screen.
  4. Select Delete next to the unwanted 1099-R and then answer Yes on the following screen.
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