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Retirement tax questions
I think a few folks have complained about this.
It may have happened as TTX updated their software in the past couple weeks to try to fix the chaos created with a bunch of new (muddled-up) questions about RMD amounts.
One of those updates may thus have messed up your 1099-R Questions& Answers.
I've seen a couple posts from others in your situation, who appear to have fixed it by deleting the entire 1099-R form....then re-entering it manually by typing in everything, and re-answering the follow-up questions that were then presented properly.
....Don't upload a picture of PDF of any tax form....if you can't get an "import" that comes directly from the provider's computers, you should just type in the data.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 8, 2025
7:29 AM