leslieannebarton
Returning Member

Retirement tax questions

Yes there is a 7 in on line 7 on the 1099-R.  I also took a look at the 'Distributions from Pensions, IRAs, etc worksheet.  Lines B4, B5, and B6 were as follows:

B4 was 30,000 

B5 wasn't checked 

B6 was 30000

I think the form gets populated incorrectly and should be

B4 30000

B5 should be checked

B6 shouldn't show any value

I will go back and try to redo the 1099-R again by deleting it and answering the questions again.  Since 2019 is incorrect it populates over to 2020 and it is incorrect.