AmyC
Expert Alumni

Retirement tax questions

Double check your steps:

Online - 

  1. edit the 1099-R
  2. select not an IRA, 
  3. a non-qualified plan, 
  4. none of these apply, 
  5. done.

For the desktop version: 

  1. Edit the 1099-R, 
  2. select not an IRA, 
  3. not a public safety officer,
  4. choose the state, 
    1. if you select a state
      1. select federal government retirement benefits, 
      2. select non-qualified plan
      3. done
    2. If you do not select a state
      1. choose from a non-qualified plan
      2. Done 

The 1099-R is still under investigation. Meanwhile, I saw a workaround here for the RMD issue.

 

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