shopmbs
New Member

Retirement tax questions

Thank you. So far, 1099R, 1099B.  

Will try the 1099R work around.  The one form I added was #5, the first 4 were to be updated from 2024. All 5 are blocked now, says needs review with no option to do so.

Following your direction, If i delete all via 5 forms and start over that is a step in the right direction. Thanks.

 

1099B option never comes up.  May have to try and force those via forms as well. 

 

Starting my evaluations of other tax return options.   I understand they have a glitch or 2, but the lack of info is unprofessional.  They need a banner with a daily, at least, update.