Solved
When I enter in that I received periodic payments (monthly etc.), I exit and go back in and then the option reverts to no, I didn't get regular payments. Why does it keep defaulting to no, I didn't get regular payments when I did?
Yes it does that. When you go back to review or edit the 1099R it doesn't keep your answers from before. So you have to answer them again. Don't worry that's ok.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.