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Retirement tax questions
Have you updated the program? Go up to Online - Check for Updates. You should also check if your Windows needs updating. Try closing and re opening the program. You have a 1099R with 759 in box 1? What is the code in box 7 and is the little IRA box checked? @dmertz
Oh I just remembered, when I entered my inherited IRA that has an RMD it did pop up form 5329. I went into Forms and deleted the 5329 and it hasn’t come back. I’ll try entering that 1099R in a test file to see if it gets created again.
January 25, 2026
3:20 PM