Retirement tax questions

@barrykrohn 

 

IF you are using "Online" turbotax

and 

IF you used that 1099-R form last year, and it transferred over to this year's software.

Then

Yes, you get a ridiculous page requiring entries in each and every $ box and each and every checkbox.'

(See below)

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The easiest solution, is to:

1) scroll to the bottom of the page and click <Back>.

2) Then on the prior page, hit <Continue> 

...and this time, all the boxes will be available....but won't require an entry in every dang one...only the ones you need.

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IF you don't do that, you get the pages below, where you are required to mess with EVERY box and checkbox:

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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.*