When attempting to fill in the income boxes in Turbotax, the don't align (title or number) with the boxes in the 1099-R. They were in alignment on the Turbotax 2020
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You may have picked the wrong kind of 1099R. Delete this one and start it over.
Is it a CSA or RRB 1099-R?
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
I did further forensics and was able to determine the solution.
From OMB?
....that's a CSA-1099-R for the original recipient of the pension
...or a CSF-1099-R if it's for the survivor of the original recipient.
@Rainmans100 wrote:
Form 1099-R from OMB
If from OMB then it is either a CSA 1099-R or a CSF 1099-R. The CSF is for an inherited account. Delete and reenter.
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