Retirement tax questions

In some situations ...with a box TTX is complaining about?

 

Especially for 1099-R forms that are being re-used this year...if the box is not checked on your paper 1099-R form, sometimes you have to "X" and then un"X" it, just to show you've dealt with it.  Then you can move on.

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*