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Retirement tax questions
@ hero2 wrote: "1099R from federal agency showing UNKNOWN in blk 2a when prior years showed an amount."
I'm not sure why you made a point to say "federal agency." As you go through the 1099-R interview, be sure you indicate the correct "type" of 1099-R. The questions and entry fields are different, depending on the type. Here are 4 types:
Regular 1099-R
CSA 1099-R
CSF 1099-R
RRB 1099-R
‎February 18, 2024
4:59 AM