I attempted the suggestion to delete form 4972, however the program will not let me delete it. I have also double checked and my 1099-R form is entered correctly.
I am using the Windows Desktop version of TT and have for many years. Last year I receiver my normal distribution from my IRA and this is the first time TT has used form 4972, that forces a $600 tax liability.
I think this is a “glitch” in the program with Edward Jones 1099-R forms. It is unfortunate TT makes no provision to report troubles with functionality.
I am a loss to know what to do next.
