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Be sure you are in the correct interview. To enter a 1099-R, please follow these instructions:
Be sure you are in the correct interview. To enter a 1099-R, please follow these instructions:
NO! this answer is still wrong, It dosn't match
@broke chevy wrote:
NO! this answer is still wrong, It dosn't match
This appears to be your only post. What does not match what?
What box? What type of form (1099-R, CSA-1099-R, RRB-1099-R - all are different).
Form 1099-R Distribution from Pension, Annuities, Retirement etc form from the State of NC boxes do not match Turbo Tax.
Box 12 in the NC 1099-R is State of NC Tax Withheld. In TT this is box 14. never had this problem before.
@broke chevy wrote:
Form 1099-R Distribution from Pension, Annuities, Retirement etc form from the State of NC boxes do not match Turbo Tax.
Box 12 in the NC 1099-R is State of NC Tax Withheld. In TT this is box 14. never had this problem before.
That is because the IRS added 2 boxes to the 2020 1099-R and renumbered the boxes. The old box 12-14 are now 14-16. Either you have a 2019 form or the insurer is not complying to the IRS 1099-R rules.
I will go to their web site and check it out. thanks
Guess what, The state of NC has updated their 1099-R's. Bone heads!!
My Ohio Public Employee Retirement 1099-R has the same problem. Apparently OPERS has not updated to the new 1099-R form....surprise surprise!!
As long as you pay attention to the box labels on the form and on the TurboTax screen you'll be able to enter the information correctly.
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