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Retirement tax questions
..................that's what I indicated above...there IS a follow-up screen in the desktop software that lists the boxes improperly...the "followup verification " page is using 2019 box labels....but only if the 1099-R is one that transferred in empty from the prior year's tax file.
Like I said,.....it IS being investigated, and should be corrected in the next couple weeks. The primary thing that needs checking is to ensure that the state and State ID number is still correct....that's why they insist on a confirmation page. ignore the box numbers on that follow-up page.....check the values and subject of each box
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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 23, 2021
3:41 PM