Retirement tax questions

JotikaT2 · ‎February 27, 2021

I would recommend going through the retirement section again. There may be a question that needs to be reviewed based upon the update.

You can review your input under the Federal income section as follows:

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
Select Edit tot the right of the applicable 1099-R on the screen titled Your 1099-R entries.

1099-R input

If after reviewing your input you are still receiving an error message, I would recommend deleting the input and re-entering the 1099-R. This may correct the issue and apply the update if the steps above to do rectify the message.

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