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1099-R hard copies
if you download all info from your brokeage firm, (we are retired so we take money from investments) do you still need to input the 1099-R hard copies they send also? it seems like it is doubling the income causing you to pay double taxes when you input manually and do the downloads also. It just doesn't look right when you look at all forms. not sure what to do with this situation. my income doubles with the downloads and the manual input of 1099-R forms and you can see the 1099-R forms in the downloads too, so that is why i am questioning this and i am not sure if i am putting in double income. how come turbo tax doesn't see this as an error if the info is identical comparing downloads and manual input of 1099-R forms. at least turbo tax should show it as an error on review so you can look at it and fix before filing. any help would be appreciated. thanks