- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Did you delete the 1099-R and re-enter it? And one other thing, is the RMD you returned from an inherited IRA, code 4 in Box 7? If so, when you are asked if it is an inherited IRA, do not check the box as this will prevent the roll-over options from showing up. But again, delete it first. Going back and unchecking the box won't work to get the roll-over questions.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 24, 2021
4:03 PM