DaveF1006
Expert Alumni

Retirement tax questions

I think you picked the wrong 1099-R to report. It sounds like you have a federal retirement reported on a 1099-R and to report this type of retirement, you need to pick that this is a CSA-1099R.This form does have a Box 12 to report your state tax withheld.

 

Delete the 1099-R you are working on and then reenter as a  CSA-1099-R.

 

 

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