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Get your taxes done using TurboTax
No...that's OK for that situation where you entered the CSA-boxes into a software CSA-1099-R form that shows the proper box numbers for the main part of the CSA interview...
.....For the verifications screen...the tax software moves the CSA-1099-R boxes into the places it needs them on a "worksheet"....but that's just on a background worksheet. For that, just verify that the amounts and numbers in the boxes match what the title of the box is. (The verification box 16 (your CSA-1099-R box 14) is usually the same as box 2a, or the federally-taxable amount of box 1 if box 2a is empty. The state distribution amount is rarely zero, even if it is empty on your actual form.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 27, 2021
7:40 AM