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Retirement tax questions
And, if you are using the Desktop software...make sure you work all the way out to the table of 1099-R forms, then hit the button to "Add Another 1099-R".
If it's still a problem there...I HOPE you did not change the order of which spouse was listed first on this year's file vs. last year's file. That could very well cause form identity problems.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 28, 2024
3:58 PM