Did not check that my retirement is subject to the Bailey settlement. How can I correct this?

warwick3701 · ‎June 4, 2019

SteamTrain · ‎June 4, 2019

Go back and EDIT the 1099-R in the Federal section, and carefully step thru the pages that follow until you see the one below.

Make sure that the NC distribution amount is the same $$ as box 2a of the 1099-R form (if box 2a is empty, then it should be the federally taxable amount that is calculated from box 1)

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

View solution in original post

SteamTrain · ‎June 4, 2019

Go back and EDIT the 1099-R in the Federal section, and carefully step thru the pages that follow until you see the one below.

Make sure that the NC distribution amount is the same $$ as box 2a of the 1099-R form (if box 2a is empty, then it should be the federally taxable amount that is calculated from box 1)

____________*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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Did not check that my retirement is subject to the Bailey settlement. How can I correct this?