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.*