Retirement tax questions

@kelseygordon13 

 

Sounds like you are using a 1099-R form that you used last year....(in Online software only) there is a prep issue with re-used forms.

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IF your 1099-R form carried over from last year...then there is an annoying problem with the reused 1099-R form that carried over...requiring you to check/uncheck EVERY X-box, or do something with EVERY box number.

 

Easiest fix is to scroll to the bottom of the page and click <Back>

Then on the prior page click on <Continue>   

 

That should clear out all the unnecessary stuff and allow you to continue on without entering something everywhere....BUT...if you "X"ed a box that isn't supposed to be...make sure you un'"X" it.

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IF you do not do the above clear-out, you may see 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.*