JohnB5677
Expert Alumni

Retirement tax questions

I'd like to be sure that everything is posted correctly.

  1. Enter that you have a 1099-R
  2. Enter provider info
  3. Post 1099-R data
  4. IRA/SIMPLE/SEP box is checked  should not be checked
  5. Do you have info in Box 2a or Box 2b? Answer
  6. Is the IRA/SEP/SIMPLE box on this 1099-R checked? Answer no.
  7. Where is your distribution from?
    1. Qualified government retirement distributions
  8. What kind of retirement plan do you have with me?
    1. Qualified plan (most common)
  9. Do any of these situations apply to you?
    1. None of these apply
  10. Tell us if you moved the money through a rollover or conversion
    1. I didn't rollover or convert this money
  11. The RMD questions will not appear.

 

 

 

 

@pcarlson9

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