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.**