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Retirement tax questions
The 1099R RMD questions were fixed on Feb 20, 2025! If you are using the Desktop program be sure to update your program. Go back though and revisit your 1099R entries.
You need to go back through the 1099R entries and revisit all the answers. The questions have changed so your prior answers won’t be right especially if you answered them with a work around to make them come out right. I would delete that 1099R and enter it again manually. That usually fixes it and resets the questions.
February 27, 2025
7:24 PM