Get your taxes done using TurboTax

@halk124   @KatrinaLO   @scewald   @Anonymous   @Anonymous   @Jimbert 

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YES. there is a "follow-up" verification page for 1099-R forms that transferred in from last year's tax files, that mis-numbers the boxes on the verification page.    It's been reported, and investigated for corrections....some week and I don't know when it will happen. 

 

In the meantime, just the text box numbers on the verification page are wrong, but the "subject" of each box does match what you need to verify....then you can check the box at the bottom of the page to indicate that you agree....or, if you are uncomfortable doing this, you can edit that 1099-R every Friday, until the correct box numbers appear  (software updates happen on Wed and Thurs evenings...so checking more often is useless)   

But , once you check that verification box,  that page will no longer appear on the subsequent run-thru's.

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Note also, that the box 16 value may be empty on your actual 1099-R, but the software may back-fill the State distribution amount with (usually) the box 2a value...or the federally taxable amount of box 1 if box 2a is "empty" or "unknown".....but that depends on which state software is also involved.

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1099R_Interview_Boxes.png

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*