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Retirement tax questions
About Form 2439, Notice to Shareholder of Undistributed includes undistributed long term gains among other things. It would go on your sch D. Your IRA should not be triggering this. Is your IRA on your return this year? Please see How to Delete to get rid of the form. If it comes back, the program believes it is needed and something is triggering it. Search for a trigger. If none found,, try:
- Delete the form, see How to Delete
- Log out of your return
- Log back into your return.
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‎February 7, 2022
7:22 PM