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March 30, 2025
Question

Form 1099 R Non-qualified Retirement Plan or IRA Box

  • March 30, 2025
  • 1 reply
  • 0 views

I've completed my return, and Smart Check is telling me that the box referenced in the subject shouldn't be checked. It is checked. (There's a "red" X.)  However, there is apparently no way to uncheck it. Nothing happens when I click on the "red X." I'm confident I've provided the correct information. What should I do? Will this impact my refund or create an issue with my return?

1 reply

March 30, 2025

Can you please try to delete and reenter your Form 1099-R. You might have to delete cookies and clear your cache before reentering the Form 1099-R. 

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Here's your 1099-R info" screen delete the Form 1099-R
  4. Reenter Form 1099-R and continue through the follow-up questions.
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