- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The basic 1099-R form data should carry over, just not the dollar amounts.
If the 1099-R box 2b (total distribution) was checked in 2017 improperly then it will not carry over.
If the 1099-R box 2b (total distribution) was checked in 2017 improperly then it will not carry over.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
2:33 PM