Retirement tax questions


@khk58 wrote:

When I am using method 1 and choosing to use "need a substitute 1099 R", the system shows "Needs review". Is there any way I can make it right? Thank you


#1 is NOT a substitute 1099-R.  You do not have an original 1099-R to substitute for.    It is a regular 1099-R just entered early (That is who I suggest method 2 because #1 is confusing to many.

**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.**