- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
____________________________________
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 24, 2021
12:33 PM