Gee059
Returning Member

Retirement tax questions

I am using paid "downloaded" premier 2020 purchased on Amazon.

I only see a page to enter only information from form 1099-R with NO questions to answer.

In Box 7 for distribution code. 1st code is 7 for me. 2nd code is the opportunity to select rollover. However, there is NO option for indirect rollover.  I selected G for direct rollover (which is not correct; though best out of all), it allows me to select BUT smart check tells me that's an error!!!