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Retirement tax questions
@ShelleyD wrote:
The only way to make it work is to DELETE the 1099-R you received and then put it back it. reenter it back in. This time state it was NOT an RMD. You should be able to just change it, but it doesn't work that way. Delete it and do it over and it works. Follow the directions on page 1 of this thread and you'll be good to go.
That is true - deleting and re-enter is the only way to reset everything.
**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.**
March 1, 2021
5:31 PM