DanaB27
Expert Alumni

Retirement tax questions

@mtl9810 I reviewed your return. For the first 1099-R you entered you entered a RMD amount but didn't make any selection on the next RMD question. To clarify, what kind of account was this? If this was a from a non-qualified plan then please delete and reenter this Form 1099-R. If it was from a qualified plan then please review the two RMD questions for this 1099-R.

 

 

@robinson1025   I reviewed your file but I do not see an Form 1099-R entered. Form 5329 isn't include on your return. Can you please add your Form 1099-R, answer the follow-up questions, and then send a new token. So I can review why you are seeing a penalty.

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