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After you file
@Sole wrote:
I am just starting with 2020 TurboTax and am filing in the 1099-R forms (OMB Bi 1545-0119) from the Public Employees Retirement Association, 60 Empire Drive - Suit 200, St. Paul, Minnesota [social security number removed]. The headings on the form are:
12-State Income Tax Withheld/13-Payers State Number/14-State Distribution
Here's the issue, your software it says
TurboTax State Information (Boxes 14-16) has the following headings:
14-State Tax Withheld/15-State ID/15 State Payers State No/16-State Dist. Amt
Note that on the 1099-R form from Minnesota (OMB Bi 1545-0119) that:
State Income Tax Withheld is in BOX 12, the Payers State Number (and State ID) is in BOX 13 and the State Distribution is in BOX 14.
Note that the Minnesota form has 12-State Income Tax Withheld BUT TurboTax has 14-State Tax Withheld. THESE ARE DIFFERENT BOXES THAN THE 1099-R.
You selected the wrong form before starting to enter the 2020 tax data. You chose a Form 1099-R instead of the Form CSA-1099-R, Civil Service Annuity or the Form CSF-1099-R, Civil Service Survivor Annuity.
Delete the form you entered. Then select the correct form
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R