Okay, so how do I bypass the questions? My wife's retirement plan is a 403(b), so I answered "yes" to "Are the payments from a 403(b)". She's a retired Texas teacher, part of the Texas Retirement System. And thanks for letting us know TTX goofed. But I dont understand how to get past the questions. It's asking for plan cost, tax free amount recovered in previous years, start date. All questions the software has never asked before. I don't need TTX to figure the tax free amount and taxable amount. The state of Texas tells us that on the 1099-R.
