SamS1
Expert Alumni

Retirement tax questions

On your 1099R, you are looking at the boxes from the 2019 1099R form.  Some plan administrators did not update for the changes to the 2020 1099R and only changed the year on the 2019 form to 2020.  You can contact the plan administrator and ask for an update 2020 1099R form or follow this:

  • Box 12 = Box 14 TurboTax
  • Box 13 = Box 15 TurboTax
  • Box 14 = Box 16 TurboTax
  • Box 15 = Box 17 TurboTax
  • Box 16 = Box 18 TurboTax
  • Box 17 = Box 19 TurboTax