Retirement tax questions


@cbentzen wrote:

I am not getting a screen that ask me if the contribution is an RMD? So I can't follow the instructions that I've found on the website.


What are you trying to do?

 

What code is in box 7?

Is the IRA/SEP/SIMPLE box checked?

Did you delete the 1099-R and re-enter?

**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.**