Retirement tax questions

@thomasave962 

 

Yeah, the $0 issue is almost always one in which you used a "Supporting Details"  (SD) sheet in that field in the prior year.   What happens is that when you transfer in the prior year's data, the SD sheet is transferred too, but empty...and that causes the $0 to show up in many areas of the Step-by-Step mode interview....wherever the SD sheet was used before.

 

But when switching to Forms Mode, when you try to enter a $$ amount in a field where the SD sheet is attached, the SD sheet will pop up immediately, and you can either enter the $$ amount on that sheet, or delete the SD sheet entirely and avoid future issues (unless you really want the SD sheet)

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Sometimes, when you see the $0 in Step-by-Step, you can just

a)  double-click on the field and the SD sheet will pop up.  But I've seen that doesn't work in all cases.

  b)  Another way is to click on the field, then go up to the menu..."<<Edit<<<Add Supporting Details"....then the SD sheet pops up and you can use it, or delete the SD sheet entirely and then the regular field will work properly.

or

c)  Like you saw...click on the problem field, then switch to Forms Mode to make that entry

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*