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1099-R format not recognized
I receive a 1099-R form "U.S. Department of State- Foreign Affairs Retirement and Disability System Annual 1099-R." The problem is that none of the 1099-R form templates in Turbotax match it from box 9 onward. I have additional boxes for Health Benefits and Dental and Vision that aren't able to be inputted. Even more problematic, when I manually input it, Turbotax sees it as a withdraw from an IRA that needs to be taxed as such instead of a monthly pension that I pay income tax on. I've had issues in past years making my 1099-R fit, but this year I can't seem to enter it in a way that the tax is properly calculated. I tried uploading a picture as well, and that didn't solve the problem.
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‎January 29, 2025
4:46 AM