Retirement tax questions


@Two2Rehls wrote:

There is NO box 14 on the 1099R. Any idea what then?


Are you sure that it is a regular 1099-R and not a CSA-1099-R, CSF-1099-R or RRB-1099-R that do not have a box 14 and must be selected as the 1099-R type.

 

1099-R type.jpg

**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.**