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Retirement tax questions
You shoudn't need to make an entry for the "Taxable amount not determined" or "Total distribution" boxes. However, since it is creating an issue for you, you can try deleting the 1099-R form and that may resolve your issue as follows:
- Click on Tax Tools in the left menu bar
- Click on Tools
- Look under Other Helpful Links and choose Delete a form
Find the Form 1099-R that is creating problems and delete it, then run the error check before you re-enter it.
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‎February 9, 2023
1:18 PM