geov
Level 2

Retirement tax questions

Hi DanaB27

I think I've gotten everything done with the 2022 and 2023 amended tax forms but on working on the 2024 filing I've entered the 1099-R for the Roth distribution but its not generating a Form 5329 and when I try to hand enter I'm having to "override" Line 18 & Line 20 entry. When I do a the Federal Form Check its getting an Error Message saying I can't override and still file electronically??? Am I doing anything wrong??