- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
"This is not a 1099-R"
That's right, but so what? There are lots of 1099-(extension) forms that you need to enter, for the combination of events and amounts and the household's information to be able to be taken into account by the program you paid for.
When you enter things in the program, if you question how it is working, you should research it. Did you look up what the IRS tells you, or the SSA?
https://www.ssa.gov/benefits/retirement/planner/taxes.html
You get and use and keep the reference materials, including these types of bookmark links, because you might find yourself preparing past due returns and need your historic reference for how things were reported in that tax year.
When you lean on your peer preparers for basics, you are expecting them to help in the busiest time of year, for things that are easily found by doing the research. Remember: Dog helps those who help themselves.
Don't yell at us; we're volunteers