Retirement tax questions

@DJSMLS 

 

Definitely....that looks like a CSA-1099-R if the state withholding is in box 12.

 

Look on the form again....the vertical squint-print on the Left side of your 1099-R form.  They may be showing that it is a CSA-1099-R in that squint-print......even if they are foolishly misleading people by putting just "1099-R" in the upper rt corner.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*