1099-R different from program.

Forum|Forum|5 years ago
February 20, 2021
1 reply
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Why does the block numbers on my 1099-R not match with TurboTax Deluxe issue under "State Information?"

Best answer by SteamTrain

Several issuers have sent out 2020 1099-R forms with boxes 12 and higher....that do NOT comply with the new/proper IRS approved...2020 1099-R box numbering format.

Boxes 12,13,14 for 2019 forms are now supposed to be numbered 14,15,16....

SO...carefully match the "subject" of each box in your paper/PDF 1099-R form to the Software form before entering the $$ & state ID & numbers needed.

___________________
Then call the issuer and complain...so that they get it right next year.

SteamTrainAnswer

Level 15

Several issuers have sent out 2020 1099-R forms with boxes 12 and higher....that do NOT comply with the new/proper IRS approved...2020 1099-R box numbering format.

Boxes 12,13,14 for 2019 forms are now supposed to be numbered 14,15,16....

SO...carefully match the "subject" of each box in your paper/PDF 1099-R form to the Software form before entering the $$ & state ID & numbers needed.

___________________
Then call the issuer and complain...so that they get it right next year.

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