Retirement tax questions

@sormat 

 

1) Desktop software?  You maybe need to run a software update.

 

2)  Is the date there for trying to "import" it from some other source?   That would be under the other source's control....IF you have the paper forms, or  PDF forms already, just skip the import...hit the "I'll type it in myself", and enter the 1099-R  data from your paper forms.

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