bw 07701
New Member

Retirement tax questions

I am having the same problem.  I think it is caused because in 2019 I took an RMD.  None were required in 2020 because of COVID.  So in 2021 it does not see an entry for 2020 in the import and assumes it is a first year withdrawal and wants an amount in the spot.  It returns an error if you put zero