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April 13, 2025
Question

I would just like to remove one of the 1099-Rs from the filing. I entered something that was dispersed in 2025, so it's not supposed to be on 2024 filing.

  • April 13, 2025
  • 1 reply
  • 0 views
leaves things out there once entered, and difficult to remove

1 reply

April 13, 2025

If you have entered or started to enter a Form 1099-R that needs to be deleted, go to the Wages and Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) section and click Start or Update.  This should show you a summary page of all Form 1099-R that have been entered.  Click Delete or the trash can icon next to the one you want to remove.  

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