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Retirement tax questions
True.....they might have ( later in the season ) mentioned the fact that the box numbers changed
.......but then TTX had no idea so many issuers would screw up their own 1099-R forms and clients by not following the proper IRS format for 2020 box numbering.
Most 1099-R issuers are following the proper Box numbering format......and it's not TTX's fault that a few issuers were not competently changing their forms to the proper IRS-required 2020 format.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 17, 2021
4:17 PM