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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.*
‎February 9, 2021
4:17 PM