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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.**
‎February 28, 2021
12:23 PM