Expert Alumni

Retirement tax questions

Go back into the 1099-INT summary and open up the 1099-INT.   Click on the box "My form has info in other boxes" even if it does not.  Continue then "none" to uncommon situations.  That should clear it.  If not, delete the 1099-INT and re-enter it manually.



The 1099 Series are informational reporting forms submitted to the IRS by third parties. The IRS then matches the form information to your tax return to insure all income is reported and taxed. If you do not include a 1099 received from a third party on your tax return, you will receive a notice from the IRS asking why. This is the CP2000 matching notice. If you receive this notice from the IRS, make sure and respond by the date indicate on the notice.