- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Assuming you are asking about about forms 1099R (Taxable Amount not Determined and/or Total Distribution), you can but shouldn't remove the checks. This may cause filing errors or rejections as those boxes are related to other boxes and codes on the form. If there is a mismatch, errors will appear.
The opposite may also be true.
If the checks are there but the issuer didn't provide the correct information that goes with that check and you then delete it you might not find/encounter an error that should be there to warn you of an incorrect form.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 8, 2023
8:37 AM