Retirement tax questions


@TSMoore wrote:

Turbo Tax asks about State Information, Box 16, State Tax Distribution.  I do not have this box on my 1099 R form.  I presume the "distribution" is the same amount as the "state tax withheld".  Is this correct?  Thank you.

 


Is it a 1099-R or a CSA-1099-R or RRB-1099-R?   Those are different forms and must be selected in TurboTax on the 1099-R type screen.

 

Also, for 2020  the old 1099-R boxes 12-14 were renumbered to 14-16.   You might have an old form.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**