Retirement tax questions

@exdev 

 

There is a workaround for that:   ( And YES, you must enter that 1099-DIV, even if box 1a was all US Govt interest )

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Workaround:

Edit that 1099-DIV.

On the main form page that shows boxes 1a, 1b and 2a ?

1)  .....make sure those boxes show whatever your Mutual fund sent out.

2)  Then check the box to expand the form to show all the other boxes. 

3)   Scroll down to the bottom of the page and hit "Continue"

4)   Check the box for Part is US Govt interest as you did before and Continue.

5)   Enter the US Govt interest amount as you did before...& Continue

 

Should be OK now.....simply checking the box in #2 clears the "Review" error.

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The reason it wasn't an issue with some other 1099-DIV forms was likely that some of the other boxes were used, so the full  screen was checked.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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