Thank you so much for the help. I have gone through these steps and have a couple follow-up questions:
- At the top of the 1099-R easy steps there is a place for Payer Name, Address, and Federal ID Number. Should this be left blank?
- Selecting P notes "P-Return of contribution taxable in 2019". Should this say 2020?
- Under the deductions easy steps tab, there is a question "Did you make a Roth contribution for 2020". If I go through the steps it asks me about excess contributions and withdrawals. Is this a form I should go through? I did it as a test, and it drastically lowered my Federal Refund amount.
Thanks again!
