Retirement tax questions

@1099r issue 

 

Especially if you uploaded a PDF or Picture of your 1099-R form?

.......it is absolutely CRITICAL, that you EDIT every 1099-R form you entered that way and check every box against your paper form.......Because the AI that interprets that PDF/Picture upload will commonly enter stuff in the wrong place.

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