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Retirement tax questions
You do not need to fill in every box of the 1099-R. The most important boxes are 1-amount received, 2a- taxable amount, 4 (if you had taxes withheld) and 7 which tells the type of distribution. If you have nothing in any of the other boxes, you can leave them blank.
If you are getting some type of error, you can go back and delete the 1099-R and re-enter it. Anything that is blank on your 1099-R leave blank.
To delete the 1099-R select Tax Tools>>Tools>>Delete a Form>>Delete next to the 1099-R.
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March 7, 2023
6:29 PM