Margaret CPA in OH Posted February 9, 2016 Report Posted February 9, 2016 I have my first client receiving these benefits but the RRB-1099-R data does not seem to fit into the 1099-R data entry. I have scrolled through the forms available and cannot find anything that fits. I can enter numbers that match up with total distributions, employee contributions and taxable amount, though. Is that the only option? Quote
Lynn EA USTCP in Louisiana Posted February 9, 2016 Report Posted February 9, 2016 Margaret - call me - 504-469-1025 - I'll walk you through it 2 Quote
Margaret CPA in OH Posted February 9, 2016 Author Report Posted February 9, 2016 Thanks to Lynn! She is one of the best aspects of this great board. So sorry that she is in New Orleans, Mardi Gras central, and working. Let's hope she gets at least a little fun in yet. Lynn, thanks again for your assistance! 4 Quote
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