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:

 

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.*