pakonom
New Member

Deductions & credits

Many thanks for your response.  I tried that and it did not solve the problem, however...  I reviewed the results of importing my tax data from pdf forms, and found that box 12 (FATCA filing requirement) was erroneously checked by TurboTax while importing the 1099-R form data.  I cleared that box and the problem was resolved.

 

Thanks for your gracious willingness to assist, it is much appreciated!