Retirement tax questions

Good advice...especially if this is a 1099-R form you used last year, and it transferred in empty of $$ amounts into this year's file.

 

Better yet, scroll to the bottom of the page and hit <Back>

then hit <Continue > on the previous page to come back in, and all the "problem" boxes should be cleared, and you can proceed to make only the entries you need.

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IF you don't do that, you may be stuck with something like the following:

 

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Online_1099R_FormErrs_2.png

 

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Online_1099R_FormErrs_3.png

 

 

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