If this form was imported from Fidelity, check to see if it was properly reported. If TT is asking for additional information, it could be due to data import inconsistencies or verification requirements. To ensure you're not duplicating income, consider these steps:
- Review Imported Forms – Check if the withdrawal details were already imported from National Financial Services.
- Compare Past Returns – Look at the previous year’s tax return to see if a similar issue occurred.
- Check for Duplicate Entries – Sometimes, TT may auto-populate forms incorrectly, leading to duplicate reporting.