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Get your taxes done using TurboTax
Who exactly issued that 1099-R?
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If your actual paper/PDF box 14a has the same value as box 1......then you are using the wrong form-type to report those $$. You would need to delete that form, and re-enter it using the proper form-type
That would not be a 1099-R....that would be a CSF or CSA-1099-R that is issued by the Federal Office of Personnel Management (OPM)
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1) A standard 1099-R has State "withholding" in box 14 and total state distribution in box 16.
2) A CSF- or CSA-1099-R from OPM has State "withholding" in box 12 and total state distribution in box 14.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 16, 2022
4:43 PM