Retirement tax questions


@jrdinsmore wrote:

He is not in form mode. He is getting an error when he goes to file. The error goes to the worksheet in the forms and is "full roth conversion box should not be checked unless there is an amount on line b4" You just cant fix this!!! help!!!


What code is in box 7 on your 1099-R?   Is the IRA/SEP/SIMPLE box checked?

Is box 2b (not determined) checked?

 

Is the IRA owner over 70 1/2 years old?

**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.**