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Retirement tax questions
IF you edit and go thru the 1099-R entry, and follow-up questions again...multiple times..?
Yes, it resets some of the question selections when you go thru a second time.
Set it correctly, then don't go back thru it again, unless you have something to change, or think you answered on of the questions wrong. They only reset if you go thru the same 1099-R again.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 22, 2024
4:09 PM