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billgreen44
Returning Member

how to delete 1099R form

Joint Return. Husband has no 1099R wife does. TT asks for husbands 1099R data. How to delete husbands 1099R

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4 Replies

how to delete 1099R form

Go into the FORMS View. bring up the empty form in the Software window. The bottom left of that window where the form is will be a delete option. Delete and all gone

how to delete 1099R form

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

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

Tips and tricks

  • Need to remove a business that transferred over from last year? Find out how to properly remove it.
  • To delete a form that came in the mail (for example, W-2, 1098, or 1099) it's best to do it from that form's Summary screen. Search for the form number (for example, W-2) and select the Jump to link in the search results to get to the Summary screen.
  • You can't delete Form 1040. That would be like yanking the foundation out from under a building. If you want to get rid of the information you've entered, you can clear your return.

Related Information:

billgreen44
Returning Member

how to delete 1099R form

I was able to delete the 1099R per your instructions.  Husband has no 1099r's and spouse has two.  TT brings up the 1099r worksheet for my husband.  How to delete his form and go to mine?  TT wants his form filled out and I  can't get past his form to continue with the return.

ThomasM125
Expert Alumni

how to delete 1099R form

I suggest you populate the form that you are being asked to complete for your husband with some generic data. When you are finished, you can then add your 1099-R forms. When you are done, delete the one for your husband and you should be good. 

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