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"Form 1099-R: Source Form should have a box checked" What does this mean?
TurboTax is checking my federal entries. The following entry error and options came up:
Check this Entry
Form 1099-R (Charles Schwab & Co Inc): Source Form should have a box checked.
_ No Entry
_ 1099-R box
_ CSA-1099-R box
_ CSF-1099-R box
_ RRB-1099-R box
What does this mean? The form was downloaded from Charles Schwab. I don't see this anywhere on Form 1099-R. What is TurboTax asking? What is a source form? Should I just check "1099-R box?"
Thanks for your help!
‎February 28, 2022
3:03 PM