DianeW777
Expert Alumni

Retirement tax questions

As indicated in an earlier post, try entering the state amount in your Forms 1099R which may eliminate the error if applicable.

 

Prior to 2020, Form 1099-R had an RMD date in Box 12, this has been removed.  For 2020, Box 12 is just a checkbox for U.S. taxpayers who hold foreign financial assets with an aggregate value of more than the reporting threshold (at least $50,000) to report information about those assets on Form 8938.

 

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