Retirement tax questions

@dbis   Clarify what exact form type you are entering for her.....a US Got pension is usually on a CSA- or CSF-1099-R, not on a standard/plain 1099-R.

 

IF it is a CSA- or CSF-1099-R, and you are seeing state withholding as box 14 in the software...then you are entering it in the wrong form-type.  A CSA-1099-R still uses boxes 12,13,14...but you MUST select the proper form type when you start thru the 1099-R entry section.....so delete that 1099-R and start thru it again.

____________________________________

 

USGovt_1099R.png

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