Retirement tax questions

IF your WI Ret is from the State of WI, and  has state information in boxes 12,13,14....be careful in entering into the software to match the subject of each box

 

The Proper 2020 1099-R forms are now numbered 14,15,16 , and we've had at least one report that WI has failed to update their numbering to the proper 2020 format for their 1099-R forms.

__________________________________

Yep...

 

https://etf.wi.gov/news/etf-1099-r-form-box-number-correction

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