Retirement tax questions


@markus3 wrote:

Thanks for your feedback!

Unfortunately, the COVID related questions do not come up.  In BOX 7 of my 1099R is the code "01".  Is that the reason and/or do I need to get my 1099R form adjusted?


There is no code "01", just code "1".

 

No that is not the reason.   Delete the 1099-R and re-enter.   It should ask if it was COVID related and ask a series of questions to see of you qualify.

 

Are you using the desktop or online version - the interviews are different.

 

**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.**