Hello Steam Train,
Thank you so much for responding so quickly.
I did enter all my information manually. All the boxes matched up when I entered them and I carried on. Just as I thought I was finishing up, I got a message that I had an error that I had to review. It showed box 12a with my state tax withheld dollar amount, but on my form 1099-R that amount is in box 14 for 2020. I looked back at my 2019 form and it was indeed in box 12 last year. Box 12a for 2020 shows "FATCA filing requirement". I'm really confused because when I originally entered the information everything seemed ok, but then I got that really weird error message that doesn't make any sense. I have noticed a lot of other people having similar problems with Turbo Tax's 1099-R boxes not matching up with 2020's form.
Also, I'm using Turbo Tax on-line, so I shouldn't need updated software - correct?
Best regards!
