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Retirement tax questions
The answer below deals with 2019 and I am working on 2020, our first year receiving RR Retirement benefits. The boxes referenced in the T-tax table for RRB-1099-R do not match the boxes on our actual forms. For instance, among other issues, T-Tax asks for Box 5 (Total Net Benefits) from the form but the form has Vested Dual Benefit for Box 5 and that is blank. It looks like T-Tax actually wants Box 7, which is labeled "Total Gross Paid" on the form received. I've been using T-Tax for many years and never had this problem before. Thanks for help.
March 16, 2021
1:05 PM