rjs
Level 15
Level 15

Retirement tax questions

What exactly do you mean by the system not letting you move forward? What happens when you click Continue on the screen where you enter the 1099-R information? If you get an error message, what is the complete exact message, word for word? What makes you think that the total distribution box or the IRA/SEP/SIMPLE box is causing the problem? For income from a pension, those two boxes would normally not be checked.