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Retirement tax questions
Then start a new 1099-R for this year in the Retirment section.
Hard to know what happened, unless a certain box was checked last year indicating it was a total distribution.....in which case the software would think it's not needed this year. Haven't thought of other reasons, unless you didn't transfer last year's file into this year.....but then other prior year data would be missing.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 4, 2025
2:35 PM