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February 22, 2025
Question

change that it wwas not an easrly withdrawel. How do I change that?

  • February 22, 2025
  • 1 reply
  • 0 views
chaange that to a standard withdrawel

    1 reply

    VolvoGirl
    Employee
    February 22, 2025

    What code is in box 7 on the 1099R?   Check your birthdate under My Info or Personal Info.   Are you married?  Is your spouse younger than 59 1/2?  Be sure the 1099R is assigned to you and not your spouse.   Try deleting the 1099R and enter it again manually.  That usually fixes things.