Thanks AnnetteB6. Your clarification confirms my interpretation. It's confusing and cumbersome at first but now makes sense as to how we have to report this tra...
I agree this is a nightmare! I've read the instructions for 5329 at least 3x and see your point and would agree, but code 21 seems to take into account that the...
Sorry for the long post. I've reread this thread topic many times, including IRS instructions and still I am not 100% sure. For 2025, I've removed an excess 202...
When creating the 1099R, you only instruct to enter values for Box1, Box 2a and codes for Box 7. However, when TT does it final review it shows multiple errors ...
