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May 16, 2021
Question

You keep asking for 1099R data; however we had a waiver to not take 2020 RMD because of the virus? So how do I not report this?

  • May 16, 2021
  • 1 reply
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1 reply

VolvoGirl
Employee
May 16, 2021

Did a 1099R transfer over from 2019?  You need to delete it.

Federal Taxes on left
Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start