Retirement tax questions

@shopmbs 

 

1099-R???

You didn't specify.

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Folks with this issue for 1099-R forms in Desktop software fixed it by going to Forms Mode and deleting all existing 1099-R forms...then returning to the main interview to re-enter them

 

Don't know why this is happing for, what seems to be, a small subset of Desktop users...but it is.

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Can also happen when trying to go in and enter data from SSA-1099 forms...Again...going into Forms Mode and deleting the SS Benefits Worksheet seemed to work for (most?-All?)  everyone.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*