Retirement tax questions

@Rich12341269 

 

IF box 2a on your real 1099-R is empty, you need to leave it empty on the software's box 2a too.

 

Then you use box 14 only if thee is a real value in it on your real 1099-R, otherwise leave it blank too.

Then copy the value of box 1 $$ down into box 16.

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That being said, there have been other issues with 1099-R forms for NY and a couple other states that may not be fixed until late next week.....but have nothing to do with the box 14,15,16 issue.

Yes...the tax software could use some more help for repeated NY 1099-R issues.  But complaining here does little, as we users can't change it.   Call Customer Support and have them help you...maybe if the get enough calls/complaints they'll get on the software folks case to change their instructions to be more helpful.

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