Trouble with 1099-R rolling to form 5329
Am I doing something wrong? I enter a 1099-R into pro-series and it did not rollover to form 5329 where I need to add an exception.I believe everything is completed on 1099Sugestions?THX Joe
Am I doing something wrong? I enter a 1099-R into pro-series and it did not rollover to form 5329 where I need to add an exception.I believe everything is completed on 1099Sugestions?THX Joe
FOUND MY ERROR !! I used the wrong copy of the form 5329- used S not T

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