Retirement tax questions

 

Yes... there was a verification page that listed the boxes using the improper 2019 format...it's been reported and corrected in one of the latest software updates...so it's all boxes 14,15,16 now for the state section on the standard 1099-R form.

 

That verification page only comes up for 1099-R forms that you reused after they transferred in form last year....once you check the box that the numbers are correct, that page won't show up again.

 

 

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