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Retirement tax questions
Thank you SteamTrain and KrisD15 for your helpful replies. The form is indeed has the boxes set up that match with the CSA-1099-R and I am able to select CSA-1099-R, for a match. However, neither the squint print, margin print, instructions on the obverse side or any other typing identify it as CSA-1099-R. It consistently says "Form 1099-R" only. Both of your directions to treat if it were a CSA-1099-R did the trick!
March 10, 2022
6:27 AM