@ReneeM7122
I’ve had the same issues. This is the way it worked in the past. I’ve always purchased the CD option. This year I thought I was getting the CD version through Amazon but ended up with a download code instead. I downloaded through the TT process entered the code and went to work. As always there were updates to he program. All normal processes. There is no option #6 or #7 from your instructions listed for me. It has been there in the past and that was the normal procedure. This is where the ball has been dropped.
Please if someone that is actually in TT IT development/programming needs to see this. I don’t like the idea of a workaround on a federal tax form by changing the official 1099-R document sent to me from a code “2” to a “7”. I’ve been using TT for 25 years now and never been asked to “falsify” my entries to make the program work correctly.
