@---Dan @LBMD
Yes, the TTX software is using the proper-official IRS 2020 1099-R forms with the NEW box numbering in the later numbers. For the prior year box numbers 12,13,14, they were re-numbered as 14,15,16, for 2020.
Problem is that a few organizations have failed to update their issued 1099-R forms for 2020, and that is confusing people ....(and appears to be what LBMD has experienced)
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So far Iowa IPERS has admitted that the messed up.....
Ohio OPERS and one Insurance company (Allianz) appear to also have issued mis-formatted 2020 1099-R forms.
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And yes Dan , there was a verification page that listed the boxes using the improper 2019 format...it's been reported and corrected in one of the latest software updates...so it's all boxes 14,15,16 now.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
