Retirement tax questions

Several issuers have sent out 2020 1099-R forms with boxes 12 and higher....that do NOT comply with the new/proper IRS approved...2020 1099-R box numbering format.

 

Boxes 12,13,14 for 2019 forms are now supposed to be numbered 14,15,16....

 

SO...carefully match the "subject" of each box in your paper/PDF 1099-R form to the Software form before entering the $$ & state ID &  numbers needed.

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Then call the issuer and complain...so that they get it right next year.

 

 

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

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