@Arizonie wrote:
Here are the requested answers:
What code is in box 7 on your 1099-R? 7
Is the IRA/SEP/SIMPLE box checked? yes
Are you over age 70 1/2? yes
Delete the 1099-R and check the personal information section to be sure that the date of birth is *before* 7/1/1949. If it is, change it to 1948 and then enter the 1099-R. Afterward change the DOB to the correct date.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
