Retirement tax questions

OK - you are using the desktop version so switch to the forms mode and select the 1099-R form.

 

At the top of the form is the spouses box checked?

 

Scroll down to line B7.   Is the box 1099-R box 1 that was converted on line B4 and B7?

**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.**