After spending over an hour on the phone with an expert I was told it appeared to be a programming error. I could upgrade at my expense to speak with a tax expe...
I am still getting a needs review for the 1099-R where a partial amount of the RMD was taken for that account. I have entered the amount taken, selected that it...
I'm using the online version so do not see the option to Jump to 1099-R. I manually clicked through and followed your suggestions and was able to finally get to...
