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Get your taxes done using TurboTax
1. I received both a 1099 R and a W-2. The W-2 was used for a lump sum payment I received for my annual leave. I did not work in 2020.
2. The form I received was OMB No. 1545-01199 Form 1099-R.
3. The form does not refer to itself as a CSA 1099-R.
4. Box 12 on Form 1099-R lists "State Tax Withheld". Box 13 is listed as "State/Payer's state no. Box 12 does not list FATCA Filing required. On 1099-R the boxes are listed from 1 to 13. I do not have any boxes after 13.
5. The boxes on the Form 1099-R for 12 and 13 do not match the boxes on the Turbotax Software.
6. I updated the software before I started entering my numbers and then after I found the problem with the mismtached boxes. Updates did not resolve the problem.
March 25, 2021
10:33 AM