topic Info in my 1099-R boxes do not match turbo taxes information in there boxes in Retirement tax questions

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

janieger — Thu, 06 Jun 2019 14:18:20 GMT

Be sure you are in the correct interview. To enter a 109...

KittyM — Thu, 06 Jun 2019 14:18:21 GMT

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.

Re: Be sure you are in the correct interview. To enter a 109...

broke chevy — Sun, 14 Feb 2021 17:27:31 GMT

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

Re: Be sure you are in the correct interview. To enter a 109...

macuser_22 — Sun, 14 Feb 2021 17:31:27 GMT

@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).

Re: Be sure you are in the correct interview. To enter a 109...

broke chevy — Sun, 14 Feb 2021 17:35:23 GMT

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.

Re: Be sure you are in the correct interview. To enter a 109...

macuser_22 — Sun, 14 Feb 2021 17:51:00 GMT

@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.

Re: Be sure you are in the correct interview. To enter a 109...

broke chevy — Sun, 14 Feb 2021 17:56:05 GMT

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

Re: Be sure you are in the correct interview. To enter a 109...

broke chevy — Sun, 14 Feb 2021 18:07:15 GMT

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

Re: Be sure you are in the correct interview. To enter a 109...

lt4buckeyes — Tue, 23 Feb 2021 16:11:29 GMT

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

Re: Be sure you are in the correct interview. To enter a 109...

Irene2805 — Tue, 23 Feb 2021 16:28:32 GMT

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