Importing the records from the investment manager saved me a lot of work, Unfortunately, there was a data error in the 1099R. The interview asked me for all the information in the 1099R and used that to calculate the tax, but apparently stored the erroneous form to be submitted with the return. Then it refused to e-file because of the data error in the uploaded 1099R. The help feature had nothing about the error message. Every year there is some howler of a bug that I have to spend two hours working around. Send me your test plan next year and I'll review it, no charge.