Can someone tell me why 1099R input boxes are numbered wrong, or don't match my 1099R?

can someone tell me why 1099R input boxes are numbered wrong, or don't match my 1099R?  For example Turbo Tax has Box 13 - Date of Payment and my 1099R has Box 13 as State/Payer's state number.
DaveF1006
Expert Alumni

Retirement tax questions

it sounds like your 1099-R is a pension distribution from a federal or state agency. If so, you will need to delete the 1099-R yo completed and submit a new one to report it as a CSA-1099-R. I will include a screenshot showing you how to make this entry.

 

Keep in mind, if this is from the federal pension, the name and address will be the Office of Personnel Management by default. If this was issued by a state, then you may need to change the name and address of the payer in the Turbo Tax program. Meanwhile, this screenshot will show you how to make the CSA-1099R selection.

 

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Retirement tax questions


@joseph8517 wrote:
can someone tell me why 1099R input boxes are numbered wrong, or don't match my 1099R?  For example Turbo Tax has Box 13 - Date of Payment and my 1099R has Box 13 as State/Payer's state number.

If not a CSA-1099-R,

 

Is your 1099-R a 2020 1099-R or a 2019 1099-R?

 

The IRS added 2 new boxes for 2020 and renumbered boxes 12-14 to 14-16.   It sounds like you have an old 1099-R with the old 2019 numbers.

 

Box 13  State/Payer's state number is now box 15.

 

**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.**

Retirement tax questions

@joseph8517    If it is  a standard/plain 2020 1099-R  (NOT a CSA-, or CSF- or RRB-1099-R) , but thus, has those boxes numbered wrong, please  let us know who issued it so we can help others navigate the issue.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*