Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 4, 2019 4:55:31 PM

What is a form 1099-R for and do i need one? because it keeps telling me to review it.

0 1 583
1 Best answer
New Member
Jun 4, 2019 4:55:32 PM

Form 1099-R is for retirement income from IRAs, pensions, annuities, and other retirement accounts. If you did not receive a 1099-R for any of your income, you should delete the 1099-R from your return. To delete a form from your return, follow these steps:

  1. Login to your return.
  2. Click Tax Tools in the left hand navigation bar
  3. Click on the Tools in the drop down list.
  4. Click on the Delete a Form link in the Tools Center box.
  5. In the list of forms in your return, find Form 1099-R and click delete.

1 Replies
New Member
Jun 4, 2019 4:55:32 PM

Form 1099-R is for retirement income from IRAs, pensions, annuities, and other retirement accounts. If you did not receive a 1099-R for any of your income, you should delete the 1099-R from your return. To delete a form from your return, follow these steps:

  1. Login to your return.
  2. Click Tax Tools in the left hand navigation bar
  3. Click on the Tools in the drop down list.
  4. Click on the Delete a Form link in the Tools Center box.
  5. In the list of forms in your return, find Form 1099-R and click delete.