Yeah...but I'm using the Desktop software and not the Online software.
IF the Online software is working the same way as the Desktop software, there is a "Verification" box that needs to be checked for the state section for that CSA-1099-R. That verification checkbox is supposed to show up during the main entry, but on mine, I don't get it until I run thru the Federal Review, & Error checks.
During the error check, the "error" shows some state entry boxes and numbers that you need to check the box for , and once that is done, you'll be good to go.
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Now...be careful when you do that. look at the "description" for each box to match to your actual CSA-1099-R. Ignore the box numbers that show (they may be #'d wrong...but the data is what is important) .
AND...if the state distribution amount is empty on your actual CSA-1099-R, the software may have backfilled that box (in the software) with the value of either box 1, or box 2a....or the calculated taxable portion of box 1 if you had some after-tax contributions to that CSA retirement.
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@swcosner
Please answer this question for me though...does your actual PAPER CSA-1099-R show the state information in boxes 12, 13, 14? or in boxes 14,15, 16?
(this is more for my helping others, because the normal, straight 1099-R forms changed their state box numbers for 2020, and I haven't found out if the CSA-1099-R forms also changed box #s, and I haven't seen a real one for 2020 yet)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
