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Retirement tax questions
@DA111 wrote:
after box 11, nothing on turbo tax matches the 1099-R
1) Is it a 1099-R or a CSA-1099-R, CSB-1099-R, RRB-1099-R which are different and must be selected as the 1099-R type at the start of the 1099-R interview.
2) Some payers have their own custom forms and leave off boxes that do not apply to them so ignore them and leave them blank.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 2, 2021
9:35 AM
1,107 Views