1352086
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

CSA-1099-R: inconsistency between Step-by-Step and Form entry

2019 TurboTax Deluxe, software up-to-date as of today, March 23.

 

When I enter my CSA-1099-R particulars using the step-by-step method, two instances of the data show up in odd places in the resulting 1099-R Form. If I instead create a new 1099-R Form directly and enter the same data in the correct lines, the two instances show up oddly in the Step-by-Step review. 

 

In particular, I see a discrepancy in the treatment of line 5 and line 9b items.

I. Starting with step-by-step entry:

-Data entered step-by-step in box 5 (Employee Contributions) shows up on the 1099-R Form in the right hand box of line 5 labelled "(Does not apply)".

-Data entered step-by-step in box 9a (Total Employee Contributions) shows up on the 1099-R Form in the left-hand box of line 5 labelled "Employee Contributns".

-On the 1099-R Form, line 9b "Total employee contributions" is empty.

 

II. Starting with 1099-R Form entry:

-Data entered in line 5 "Employee Contributns" in the 1099-R shows up in the step-by-step review in box 9b "Total employee contributions".

-Data entered in line 9b "Total employee contributions" does not show up in the step-by-step review.

-Box 5 "Employee Contributions" in the step-by-step review is empty.

 

The taxes computed by TurboTax are the same with either entry method. Will this discrepancy matter if I'm using electronic submission of my federal and state tax returns.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

CSA-1099-R: inconsistency between Step-by-Step and Form entry

Yep - been that way for years.  The forms box labels have never been updated  (left over from years ago) and they will not change it since the forms mode is for reference only and not supported for data entry.    The interview mode is correct and should be used.

**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.**

CSA-1099-R: inconsistency between Step-by-Step and Form entry

Thanks. Hate to hear "been that way for years" but it is what it is.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question