rbynaker
Level 14

Not bad for looking at a 2017 1099-R Wks, if I do say so myself. 🙂  I don't even have the software on an active computer at this point so I had to pull up a PDF (thus no access to F1 in the software to figure out what that box actually does.)

For whatever reason, PS makes the 8880 difficult.  You have to jump to the Info Wks to indicate something (is it "not a student"?) and apparently you have to jump back to the 1099-R to check the "not a qualified plan" box.  <shrug>  Sounds like problem solved.  Thanks for the feedback.

Rick

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