Retirement tax questions

It works for me - delete the 1099-R first.

 

Screen Shot 2021-02-06 at 4.24.27 PM.jpgScreen Shot 2021-02-06 at 4.24.51 PM.jpgScreen Shot 2021-02-06 at 4.25.03 PM.jpgScreen Shot 2021-02-06 at 4.25.11 PM.jpgScreen Shot 2021-02-06 at 4.25.21 PM.jpgScreen Shot 2021-02-06 at 4.25.33 PM.jpg

**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.**