chuckrrose
Returning Member

Retirement tax questions

Did not have this problem last year... I receive a pension from an intergovernmental organization that does not use 1099-R. When you pull up the TT version of 4852, it demands "zooming" into Personal & Income Worksheets first before entering in the actual 4852, in my case, clicking on the check-box for the 1099-R linked form. But when I try to input my name and SSN, the employer's name and address, etc., in either the Worksheet or the TT version of 4852, it highlights the fields and won't take the inputs and keeps referring me back to the Worksheet that doesn't work, either.

 

Help!!!!  ;=)