Retirement tax questions
If you are seeing boxes 14,15,16 as the state entries on the "software" form during the main part of the interview, then you started using the wrong form-type in the 1099-R section. Delete that 1099-R and start again.
___________________________
For the "Online" software, after you start a new 1099-R form, you have to pick the right box on this page. The Green box shows what sub-form type you've selected:
___________________________
IF, instead, you are starting a new 1099-R in the Desktop software, you need to select the CSA and CSF forms on this page.....AND use the interview...do NOT enter your data manually in FORMS MODE !!!:
____________________________________
__________________________________
Now...that being said, if you have filled in the correct boxes on proper CSA- or CSF-1099-R forms Using The Interview, there is sometimes a confirmation/verification page that shows your entries from boxes 12,13,14 now showing up in boxes 14,15,16 . Yeah....that's OK...TTX moves the values to the boxes it needs them in to report the data properly....and it's only a worksheet that isn't actually filed. It is also why Desktop users cannot use Forms Mode to fill in these CSA- and CSF- sheets,....as I recall, there are other box entries that get moved around too.
