Retirement tax questions
When viewing the 1099-Q in FORMS, do you have 'Dependent' checked as Beneficiary, and 'Taxpayer' checked as Recipient in A and B? If you don't have 'someone else' checked for either of these, there should be no worksheet created.
If there is a link when you click on the arrow in Box D, you should get an option to 'Remove Link'.
You may need to Delete Form 1099-Q and re-enter it if this doesn't correct the error.
