Retirement tax questions

@cmacbeanie 

Did you ever figure it out?

 

One option is to delete the 1099-R and re-enter it manually.

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IF it was a 109-R that transferred from last year (mostly empty)......

IF you don't delete and re-enter it, you may need to deal with it as follows:

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Online_1099R_FormErrs_1.png

 

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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.*