Retirement tax questions

@yjf2507 

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This series of questions is from last year, 2019 taxes......and the box numbers have been renumbered since then for 2020 taxes.

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That being said, there is apparently a review/error page that still refers to box 12....when it should be referring to box 14.     Paper software 1099-R forms leave box 16 empty, but "in the software" it needs the value of box 2a in it if box 2a has a value, or box 1 if not.....thus...Your box 14 has a value in it, and box 16 does not, so you need to enter the value of box 2a into box 16.

 

For the software to calculate properly, you cannot have State withholding (14) taken out of nothing if box 16 is empty.

 

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