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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.**
March 12, 2021
6:15 PM
2,693 Views