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Retirement tax questions
As noted...first make sure it is a 2020 1099-R. IF it's a 2019 form, then it doesn't go into a 2020 tax return.
IF it is a 2020 1099-R form, then...match the subject of what's in each box:
box 12 on your Allianz form goes in TTX box 14
box 13 on your Allianz form goes in TTX box 15
(box 14 on your Allianz form goes in TTX box 16....but box 16 may not be presented in TTX, since box 2a or box 1 are used in its place))
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Then, Allianz has mis-issued their forms in an improper 2020 format...call them and find out if they are going to correct their screw-up
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 4, 2021
3:41 AM