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Level 2
March 9, 2022
Question

how to delete 1099R form

  • March 9, 2022
  • 1 reply
  • 0 views

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

1 reply

Level 2
March 9, 2022

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

Level 2
March 9, 2022

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.

Level 15
March 9, 2022

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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