@doneinflorida
That's always a confusing issue for desktop people who also have access to "Forms Mode"
In the interview, you just enter your $$ in the proper boxes for a CSA-1099-R...(as long as you selected the proper form when you started that interview section)
BUT
TTX uses a more standard 1099-R form/worksheet in the background (Forms Mode display)....and it moves some of the CSA values in certain boxes, into other boxes that it needs them to be in for the proper calculations.
IF you also had entries in the CSA- boxes 12,13,14 in the interview ...TTX moves them to boxes 14,15,16 in the Forms-Mode worksheet....because that's where it needs them for the proper tax calculations
Thus, yet another reason why you should rarely use Forms Mode for making entries....and only to fix occasional problems.
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Yes, it would be great if someday TTX would integrate a specific CSA-/CSF-1099-R form in that background worksheet so that people can see that the numbers are actually in the correct boxes...but they haven't done so yet....They've operated that form the same way for many years now.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
