Or...it is possible that you are entering it as a 1099-R, and should be entering it as a CSA-1099-R.
Look at the left-side of your paper retirement tax form......there is likely some tiny vertical text there indicating that it is actually a CSA-1099-R, and not a plain 1099-R?
If it is a CSA-1099-R, you should delete the 1099-R you entered, and re-enter it correctly as a CSA-1099-R.
(that is.....IF...if you did accidently enter it as a plain 1099-R)
DO NOT upload a picture or PDF file of that form....the tax software will get it wrong....enter it manually, selecting the CSA-1099-R sub-type as you walk thru the manual entry procedure.
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I tried it using the Desktop software with $300 in box 5 of a CSA-1099-R, and then entered a "0" for the amount that was for insurance. I didn't get any prompt to review it during the error checks.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
