JimJim - I am the one who originally posted the question. I remember also running into this same problem a few years ago and could not remember how I resolved i...
Congratulations - you nailed the problem. My handling of the RMD was the culprit and I was beginning to suspect that. My distribution easily exceeded the RMD, s...
JohnProblem is the window your referring to are not coming up. I have gone thru the entry process for the 1099R several times, hitting continue as you mentioned...
Box 7 is 7 which is correct. IRA, SEP box is checked.The 1099R is correct. The issuer does not know there was an indirect rollover, so they are showing the enti...
