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Retirement tax questions
I am still getting a needs review for the 1099-R where a partial amount of the RMD was taken for that account. I have entered the amount taken, selected that it was all part of the RMD and skipped the question regarding correction window since it does not apply. I am ready to file except I cannot get past this review screen. It doesn't seem to matter which of the options for correction that are selected, it still returns to this review screen and indicates to select no response. When this is done it again returns to review needed and requests a selection of yes or no.
‎February 28, 2025
5:11 AM