My husband's 1099-R does not have the same boxes as the TurboTax form. I.e. his 1099-R, box 13, is State/Payer's State Number. TurboTax box 13 is Date of Payment. Help?

[SteamTrain]

Make SURE it's just a plain 1099-R form, and not a CSA- or CSF-1099-R form OPM .

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IF it is just a plain 1099-R..............several retirement systems/issuers have released 1099-R forms with improperly labelled boxes at #'s 12 and higher for 2020.

For 2020, The IRS changed the box # labelling for boxes 12 and higher.   

The former  boxes 12,13,14 are now supposed to be boxes 14,15,16 respectively.   So either use that info to put your data in the proper software boxes....or just carefully match the subject text on each box before transferring the data it contains to the correctly-numbered  TTX form.

Then call the issuer, and ask them if they are aware of the issue, and if they are going to correct their forms or not...they do need to get lots of complaints, so they get on the ball and  get it right next year.

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Now, if your forms are CSA- or CSF-1099-R forms from OPM (Federal govt), then you picked the wrong form type in the software.  Those two form types still properly use boxes 12,13,14.  SO you'd need to delete the 1099-R that you started, and start the 1099-R section again, but this time select the CSA- or CSF-1099-R sub-form type as a part at the startup of creating a new form.

[robinandbrandon]

Thanks!  You are the best!

[highlandgal]

I have the same problem, but need a different solution. I'm working with an OPM CSA 1099-R and an OPM CSF 1099-R. Neither one has more than 13 boxes, which becomes a problem after box 9b. If I use the default boxes on TurboTax's form to enter state tax withheld and the state/payer's state number, TurboTax flags an error and wants me to fill in yet other boxes that don't exist. So, it's not just a 1099-R, but I don't know how to adapt the form. I don't recall having this problem in past years.

[SteamTrain]

@highlandgal 

If you are seeing boxes 14,15,16 as the state entries on the "software" form during the main part of the interview, then you started using the wrong form-type in the 1099-R section.  Delete that 1099-R and start again.

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For the "Online" software, after you start a new 1099-R form, you have to pick the right box on this page.  The Green box shows what sub-form type you've selected:

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IF, instead,  you are starting a new 1099-R in the Desktop software, you need to select the CSA and CSF forms on this page.....AND use the interview...do NOT enter your data manually in FORMS MODE !!!:

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Now...that being said, if you have filled in the correct boxes on proper CSA- or CSF-1099-R forms Using The Interview, there is sometimes a confirmation/verification page that shows your entries from boxes 12,13,14 now showing up in boxes 14,15,16 .  Yeah....that's OK...TTX moves the values to the boxes it needs them in to report the data properly....and it's only a worksheet that isn't actually filed.  It is also why Desktop users cannot use Forms Mode to fill in these CSA- and CSF- sheets,....as I recall, there are other box entries that get moved around too.   

[highlandgal]

@SteamTrain Thanks for your careful answer.

Mystery solved. I did use the interview to enter the form data, but when I ran the review, TurboTax flagged an error and directed me to the form. There, under the state withholding data -- which, as you say, TurboTax "moved around" (which is what threw me) -- was a little box asking for verification that the state withholding amount is correct. TTAX wanted that checked. I checked it, and the error disappeared. Now to sort out why TurboTax doesn't like the multiple-business K-1 I'm trying to enter...