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Form CSA 1099R
I am paid a set amount each month on Civil Service. When I start completing the
questions after I click on the CSA 1099R, it states "since Donald is over 72 in 2020" and it talks about RMD. I am 71. Anyway, I don't have a RMD. It leads me to questions of "Yes, some of the withdrawal." or "No-none of this withdrawal was RMD." My retirement has nothing to do with an RMD.
My wife is a retired school teacher. I get the same thing when I try and put her Form 1099R in. Last year I just put both of these as "W-2's." What am I doing wrong? I want to complete this correctly.
‎February 9, 2021
6:11 PM