Retirement tax questions

@waia1748 

 

You've signed up for LIVE service...did you want that.  IF so, your Agent can enter it.

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In order for TTX to be able to "import" the 1099-R, the provider has to partner with TTX and be willing to create special computer tax files that can be imported into the software.

 

Thus, thousands of 1099-R providers are NOT partners, because they are not willing to hire the extra staff they would need to create the special file formats required...and also create a special access location that TTX can use.

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So...what you do is to NOT attempt to import it, and you select: "Type it in myself", and you use your paper copy to self-enter the data as a 1099-R form in the Retirement Income section on the Federal Wages&Income page.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*