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Retirement tax questions
The forms mode is not supported for data input and may not properly add the necessary explanation statements for a substitute 1099-R that are required by the IRS.
Using the forms mode means that you know what forms need to be linked that the step-by-step mode does for you. Filing a substitute 1099-R without the statements will probably get you an audit letter form the IRS.
**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.**
‎February 22, 2021
9:03 PM