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Retirement tax questions
Yep Deleting the form entirely and re-entering it should fix it.
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In the "Online" software there is an issue with any 1099-R forms that transfers over from last year's file.
Another fix without deleting??
1) Scroll to the bottom of the page...click on <Back>
2) On the prior page...click on <Continue>
That should clear the page requiring entries for every box and checkbox....and you can make entries in only the places you need to.
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If you don't do the above, you may be seeing, and having to deal with the following:
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 9, 2023
1:33 PM