BillM223 - Thanks for the fabulous explanation of how this works!Age is the issue here, and I think there is a software bug.The 1099-R belongs to my wife, DOB 0...
I deleted the 1099-R that I downloaded and entered it manually.This 1099-R is from an Inherited IRA, that the RMD amount was used as a QCD.After the 1099-R was ...
My 1099-R was downloaded.I do NOT get a screen"Do any of these situations apply to you?". Check the box "I transferred all or part of this money directly to cha...
Volvo girl -If I purchase a CD (after I have purchased the online software and everything is legit), what files will be on the CD?I want to know what files I sh...
