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.**