mg1949
New Member

Retirement tax questions

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

 

I solved this problem today.  My 2021 return had 3 1099-R forms entered.  This year my retirement company issued only two such forms.  I "amended" forms 1 and 2 with the 2022 info, and always got the error when trying to file.  Today, I went back and "deleted" form #3, which I had neglected because I only had 2 forms this year, and immediately was able to file my NYS return successfully.  So if you are in this situation here is what worked for me.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

New Member
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New Member
2 seconds ago
 
 

 

I solved this problem today.  My 2021 return had 3 "1099-R" forms entered.  This year my retirement company issued only two such forms.  I had already "amended" forms 1 and 2 with the 2022 info, and always got the error when trying to file.  Today, I went back and "deleted" form #3 (which I had neglected because I only had 2 forms this year) and immediately was able to file my NYS return successfully.  So if you are in this situation here is what worked for me.