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March 18, 2025
Question

I have a 1090 R that should not be in the record it got in by error and I can’t delegate it

  • March 18, 2025
  • 1 reply
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    1 reply

    RachelW33
    March 19, 2025

    To delete your Form 1099-R, please follow these steps in TurboTax Online:
     

    1. Sign in to TurboTax and choose continue or Pick up where you left off
    2. On the left side bar, choose Federal and then Wages & Income
    3. Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security
    4. Select Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
    5. Click the trash can next to the Form 1099-R that you wish to delete
    6. Choose the red YES box to confirm
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