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Retirement tax questions
I'd like to be sure that everything is posted correctly.
- Enter that you have a 1099-R
- Enter provider info
- Post 1099-R data
- IRA/SIMPLE/SEP box is checked should not be checked
- Do you have info in Box 2a or Box 2b? Answer
- Is the IRA/SEP/SIMPLE box on this 1099-R checked? Answer no.
- Where is your distribution from?
- Qualified government retirement distributions
- What kind of retirement plan do you have with me?
- Qualified plan (most common)
- Do any of these situations apply to you?
- None of these apply
- Tell us if you moved the money through a rollover or conversion
- I didn't rollover or convert this money
- The RMD questions will not appear.
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March 7, 2021
10:42 AM