- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@jeff_anderson2002 Thank you for the information. Based on that, the program should not be addressing this as an annuity but as a straight pension.
Do any other boxes on the Form 1099-R have an amount entered that is not a 0? If not, I would delete the Form 1099-R and re-enter manually, which should clear up the problem.
March 15, 2025
2:05 PM