Thank you! Very logical and to the point. I'll give it a try. The answer to your implied question is the 1099-R in question is for my company retirement plan mo...
I'm not sure I understand your answer. Are you saying that the software is not forcing a RMD situation on a non-RMD 1099-R, or are you using a work around? Coul...
For a software vendor to make you take the actions you describe to trick buggy software so that you can use it is unprofessional and irresponsible on the part o...
The 1099-R is for a retirement benefit which has been paid to me for at least 10-15 years without any issues or changes on the 1099-R. I just "finished" my taxe...
I am 75 years old and have been receiving a fixed monthly retirement payment with tax withholding for at least 15 years as reported on a 1099-R. This non IRA ac...
