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

warwick3701 — Tue, 04 Jun 2019 22:13:52 GMT

Go back and EDIT the 1099-R in the Federal section, and c...

SteamTrain — Tue, 04 Jun 2019 22:13:53 GMT

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)

topic Did not check that my retirement is subject to the Bailey settlement. How can I correct this? in Retirement tax questions

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

Go back and EDIT the 1099-R in the Federal section, and c...