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Retirement tax questions
I recently had this issue. Version 2023 of the Desktop software doesn't show that it is the banks/brokerage's names that need to be shortened. Going back through your income screen locate your 1099-DIV if this is the form that it is erroring for too many characters. For each of the forms/entries in this view click Edit. Each of them will have the Payers name, which you may need to shorten to no more than 15 characters. The fields are not trivial to edit - for me positioning the cursor had to be a mouse drag as keyboard arrow keys do not work/navigate through the text; and then using the DEL key on the keyboard to remove unwanted characters. Hopefully your issue is similar to my issue, and this helps.
March 13, 2024
7:51 PM