Retirement tax questions

i.e.   Delete the  CSA-1099-R form you have input already.

 

.....then re-enter it manually, typing in the data.

DO NOT try to upload a picture or a PDF of your 1099-R form...that's the source of many form errors.

 

Just type it in, using your paper copy for reference.

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