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mdbennett-7
New Member

My husband received a 1099-R for $1.32 because of a settlement fr his 401K plan from previous employer. They already deducted the witholdings & penalties.

 
2 Replies
rjs
Level 15
Level 15

My husband received a 1099-R for $1.32 because of a settlement fr his 401K plan from previous employer. They already deducted the witholdings & penalties.

What is your question?

mdbennett-7
New Member

My husband received a 1099-R for $1.32 because of a settlement fr his 401K plan from previous employer. They already deducted the witholdings & penalties.

Sorry the question is why would I need a Schedule I for this?  I was being forced to upgrade my turbo tax from a simple form to a long form, with Schedule I.

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