Retirement tax questions

Yeah...that's been an issue in other years too. 

 

As long as you used the interview to enter the CSA-1099-R, the software uses the data properly....but it moves a few of the values around to where needed on the standard  Forms Mode form that they do use.  Don't mess with with the entries in Forms Mode.  Just make sure you have selected the CSA-1099-R when you start  the interview, and it should be OK  (At least it has been in prior years.)

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We've asked TTX to create an exact replica Forms Mode form for the CSA-1099-R in the past to avoid the "obvious" confusion, but so far they haven't changed it..   (probably for the CSF-1099-R too)

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