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H
heleng321
Level 1
February 14, 2021
Question

How do i remove a 1099R screen that was used in a previous year but not in the current year?

  • February 14, 2021
  • 2 replies
  • 14 views
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2 replies

itonewbie
itonewbie
Level 15
February 15, 2021

If you're using ProConnect Tax:

  1. Click on Income > Pension, IRAs (1099-R) on the left panel;
  2. On the dashboard on the right, click on the trash can icon to the far right on the line you'd like to delete.
---------------------------------------------------------------------------------Still an AllStar
    H
    Hugosky2
    Level 3
    February 15, 2021

    right click and remove the form or also on income find the 1099 and remove the check mark. also to the right place do not show next year.

    itonewbie
    itonewbie
    Level 15
    February 15, 2021

    @Hugosky2  What you suggested is for ProSeries but that is not how ProConnect Tax works.

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