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Retirement tax questions
You need to be in forms mode to review the 1099R and indicate it was a rollover. While in your return in Desktop:
- In the upper right hand corner Select "Forms"
- Now in the left hand column of the screen, select the 1099R form you are working on
- Review your input then scroll down the screen to the Rollover, Conversions, Recharaterizations section.
- There you can enter the rollover distribution amounts.
- To return to Step-By-Step, select in the upper right hand corner.
While in Forms Mode review the forms listing for red !. You will need to correct these in order to efile.
March 14, 2021
10:44 AM