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.**