Just-Lisa-Now-
Level 15
Level 15

Maybe its got a different account number now or something.  Clicking that box doesnt change anything on the tax return.

Just enter the 1099R as shown, maybe next year they have a distribution from the same bank but a different acct number or maybe they dont take anything out next year.

If youre worried, ask for the bank statement showing the money that came out....you'll be able to see if the acct is a zero balance or not.

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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