Working on tax form for grandparents. Both retired. Grandfather worked for Government (EPA), Grandmother housewife. Grandfather received form CSA 1099R. Entered information into Turbo-Tax. Box 4 (Fed income tax withheld) says "unknown". Left box blank. Filled in all other pertinent information. After all said and done, Turbo-Tax displays "Here's a Picture of your 2019 income" with last year's data as a reference. This years pension amounts showed up as non-taxable income. Last years pension income was shown in the taxable income category. I think I entered 2018's pension within the standard 1099R choice instead of the CSA 1099R choice. This will probably look suspicious that 2018's pension was "taxable" and 2019's pension was "non-taxable". Any thoughts/suggestions how to handle this? Thanks.
