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Retirement tax questions
The new IRA-sanctioned standard 1099-R forms are changed for 2020. Boxes 12,13,14 for 2019 forms are now numbered 14,15,16 in the software for the 2020 1099-R forms....and the same is used by the IRS itself for 2020.
IF your 2020 1099-R is still using boxes 12,13,14 for the state data...then that issuer screwed up and failed to update their forms for the new 2020 format. (Unless you have a CSA-orCSF-1099-R which do use boxes 12,13,14 but those are different from plain 1099-R forms)
SOME retirement systems have screwed up their 1099-R forms for 2020 and did NOT update them to the approved new IRS box numbering. All you can do is to read the Label of the (proper) 2020 1099-R software forms and compare to your 2020 paper forms...and transfer the $$ and numbers to the properly numbered software boxes where the subject of the box matches.
Then call your retirement form issuer...and complain to them about improperly using boxes 12,13,14 this year...so they get it right next year.
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