Retirement tax questions

Yeah...the issuers were supposed to update their 1099-R forms to the new IRS-approved 2020 format and box numbering.   Last year's boxes 12,13,14....are now "supposed" to be 14,15,16.

 

Call whoever issued those 1099-R forms and complain...they won't get things fixed for next year unless they get folks calling in to complain.

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Not also, that CSA- and CSF-1099-R forms do use 12,13,14....so make sure yours is not one of those forms from OPM...since they require a different interview start-up selection from the plain 1099-R.

 

 

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