JohnB5677
Expert Alumni

Retirement tax questions

I suggest you run the Federal Review. It will pinpoint the issue on that 1099-R.

 

From the left sidebar

  1. Select Tax tools
  2. Hint: You may have to minimize the Federal and State selections
  3. Select Federal Review
  4. Continue to answer any questions
  5. The 1099-R should be listed.
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