@mbello72 Let us know who issued the form, so we can warn others which providers have issued improperly labelled 2020 1099-R forms
Yes....Enter values based on the box descriptions
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Long explanation:
Make SURE it's just a plain 1099-R form, and not a CSA- or CSF-1099-R, nor a RRB-1099-R .
The 2020 1099-R forms were renumbered for 2020.
Last year's boxes 12,13,14, are now numbered 14,15,16. (higher # boxes too)
.....................( While CSA/CSF-1099-R forms still use boxes 12,13,14 )
IF your standard 2020 1099-R form is using 12,13,14 for the state entries
...then the issuer failed to update their forms to the Proper 2020 format for those boxes.
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IF numbered properly, box 16 is commonly empty on most 1099-R forms. Usually because the value of box 2a is automatically used in it's place (or the Federally-taxable amount of box 1 if box 2a is empty).
NY is especially picky about this, and entering the value of box 2a into box 16 should fix that (or the federally-taxable amount of box 1 if box 2a is empty).
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
