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Where Do I Enter or Delete 1099-R in TurboTax?

Where Do I Enter or Delete 1099-R in TurboTax?

TurboTax is an American Tax Preparation Software to file taxes online. TurboTax allows taxpayers to file pre-filled returns for free.

Steps to “Enter 1099-R in TurboTax”:

1099-R is a form you need to fill if you received $10 or more from a retirement plan. You can follow these steps to enter your 1099-R in TurboTax:

  • Open your tax return on TurboTax
  • Look for the 1099-R form and select the Jump to link
  • Click Yes on the “Your 1099-R” screen and proceed
  • In case you reach the entries screen click ‘Add another 1099-R’.
  • Select the method you want to follow to enter your 1099-R and follow the given instructions.

If you have any trouble filling your 1099-R form you can call the TurboTax customer service number and speak to one of the tax experts to resolve the error.

Steps to “Delete 1099-R in TurboTax”:

If you notice any error in your 1099-R form while using TurboTax then the best way to delete it is through the “Your 1099-R Entries” screen. You can follow the steps given below to delete the form:

  • Login into TurboTax and open your tax return.
  • Search for the 1099-R form and select the “Jump to” link to go to the “Your 1099-R Entries” screen.
  • Go to the unwanted 1099-R form and select delete.
  • Click ‘Yes’ to confirm your action and exit TurboTax.

If your 1099-R is not deleted even after following the steps given here you should call the TurboTax representative for more information.

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