My dad is 89 and chose not to take his RMD’s in 2020. However, he keeps all of the names, addresses of his various funds in TT under the section for 1099-R’s. He was ready to file and the system keeps sending him back to review his 1099-R’s. There is no info in the 1099-R forms. He has answered all of the following questions correctly. Does he need to delete all of the 1099-R info from the previous years? He was hoping not to do that, as he didn’t want to have to re-enter all of the info for tax year of 2021. Any guidance or suggestions would be greatly appreciated.
