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Retirement tax questions
If the 1099-R form carried over from one you entered last year (in the "Online" software)?
You may need to "X" and then un-"X" each checkbox to move on (when they are not supposed to be checked).
__________
TTX has an annoying behavior for carried-over re-used 1099-R forms.
_________
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 21, 2023
5:54 AM