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New Member
posted Jan 27, 2021 5:33:22 PM

1099-R verify questions do not line up w/ the actual boxes on 1099-R form. For ex. it asks for the state listed in box 13 - box 13 on the 1099 form is "date of payment."

I'm so confused as to what to enter, never had this issue before. It asks for the state ID

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1 Best answer
Level 15
Jan 27, 2021 7:39:02 PM

If you are asking about the the verify or summary screen after you have entered the 1099-R then the box numbers on that screen have not been updated with the new numbers , but the data is correct.   That will be fixed in a coming update.

4 Replies
Level 15
Jan 27, 2021 6:07:06 PM

It looks like when TurboTax asked what kind of 1099-R you have, you selected CSA-1099-R or CSF-1099-R. On those forms box 13 is the state. If you have a plain Form 1099-R you have to select "Form 1099-R" as the form that you have. TurboTax will not ask you for box 13 on a plain Form 1099-R.

 

New Member
Jan 27, 2021 7:35:18 PM

Thank you Champ for your response, unfortunately that's not the case here. It auto-filled from previous years, but I went back to verify that it was still showing as a 1009-R and it is. I'm so confused. 

Level 15
Jan 27, 2021 7:39:02 PM

If you are asking about the the verify or summary screen after you have entered the 1099-R then the box numbers on that screen have not been updated with the new numbers , but the data is correct.   That will be fixed in a coming update.

New Member
Jan 27, 2021 8:29:11 PM

YES!!!! That is the page. Thank you so much. Ok. I'll try to wait out the update because I don't want to mess anything up. Thank you.