Retirement tax questions

You should probably delete the form and re-enter it...manually..

 

IF you truly  are using the "Online" software

1) box 12 is used for state withholding on a CSA- or CSF-1099-R, so you selected the wrong form type during the run-up interview...you need to select the standard 1099-R.

 

or if you are using the Desktop software

2) You are either using 2019 software...or desperately need to run a software update...boxes 12,13,14 on the 2019 1099-R forms were moved to boxes 14,15,16 for 2020

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