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Retirement tax questions
That is odd, but If it was accepted then I would not change anything.
You can duplicate the .tax2020 data file and play with the copy. Using the copy delete the 1099-R and re-enter it. It is possible that you answered a question inporperly before and the update caught that.
Be sure that you say that it was not COVID related if it was a rollover.
**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 26, 2021
1:14 PM