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Retirement tax questions
The 1099-R from an ND teacher's retirement (TFFR) would likely be just a plain 1099-R form. It would never be a CSA- or CSF-1099-R.
Boxes on that 1099-R "should" match the same boxes on the Software's standard 1099-R form....but if they don't, please describe to us which exact boxes don't match,,,and the labels on your TFFR 1099-R for those boxes.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 8, 2022
10:19 AM