Retirement tax questions

DanaB27 · ‎February 20, 2021

Please make sure you have a regular 1099-R and not a CSA-1099-R or CSF-1099-R.

If it is as CSA-1099-R or CSF-1099-R then make sure you selected the right one on the "Who gave you a 1099-R?" screen.

If it is a regular 1099-R then please double check the year. If it says 2020 then the issuer did not use the updated form. You can see if they will correct it.

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