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Retirement tax questions
I am seeing that screen you shared. I'm using Premier and I see you're in Home & Bus. 'But I wouldn't think that would make a difference. After I enter the 1099-R, the next screen asks about IRA to which I answered NO, and then a question about Public Safety Officer and then the next screen asks if distribution is from a Qualified or Non-Qualified plan. If I check "Non-Qualified", it doesn't save that and takes me back to the 1099-R summary. Do you have any suggestions on how to get the exclusion to the MD form? Thanks!
‎February 7, 2025
1:35 PM