Info in my 1099-R boxes do not match turbo taxes information in there boxes

[KittyM · Accepted solution]

Be sure you are in the correct interview.  To enter a 1099-R, please follow these instructions:

• Open (continue) your return in TurboTax.
• In the TurboTax search box, type "1099-R" and press the Enter key, then choose the "Jump to 1099-R" link.
• On the Your 1099-R screen, choose Yes next to "Did you have any of these types of income in 2017?" and select Continue.
• Choose the radio button next to "I'll type it in myself" and select Continue
• Follow the prompts to enter your 1099-R form and finish the interview, paying careful attention to the rollover questions if you made an indirect rollover.

[broke chevy]

NO! this answer is still wrong, It dosn't match

[macuser_22]

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@broke chevy wrote:

NO! this answer is still wrong, It dosn't match

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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).

[broke chevy]

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.

[macuser_22]

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@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.

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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.

[broke chevy]

I will go to their web site and check it out. thanks

[broke chevy]

Guess what, The state of NC has updated their 1099-R's. Bone heads!!

[lt4buckeyes]

My Ohio Public Employee Retirement 1099-R has the same problem.  Apparently OPERS has not updated to the new 1099-R form....surprise surprise!!

[Irene2805]

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.

@lt4buckeyes