Retirement tax questions

Are you sure there is no unused 1099-R form in your 1099-R table that needs to be deleted?

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If nothing extra in your 1099-R table....I seem to recall this happening one other year in some strange situations.

 

What the user had to do was switch to Forms Mode, and look at their list of 1099-R forms/worksheets there.....the blank one might show up there.  IF you click on each one in the left window,. it will open in the main rt-side window, and you can check it to see if that particular 1099-R should be deleted.  Then return to the interview and run the review and error checks again.

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

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