1099-R Boxes 12 - 17

Forum|Forum|5 years ago
February 11, 2021
2 replies
17 views

The labels on my 1099-R form boxes 12 - 17 do not match the Turbo Tax Deluxe boxes 12-17.

Box # - My form - Turbo Tax

Box 12 - State tax withheld - FATCA filing requirement box is checked.

Box 13 - State/Payer's state no - [no box 13]

Box 14 - State distribution - State Tax Withheld

Box 15 - Local tax withheld - State ID

Box 16 - name of locality - Sate distribution amt

Box 17 - Local distribution - [no box 17]

If I follow the box numbers to enter data, the output doesn't make sense but it does make sense if I follow the box descriptions. Should I enter data based on the box description?

Thank you

SteamTrain

Level 15

@mbello72 Let us know who issued the form, so we can warn others which providers have issued improperly labelled 2020 1099-R forms

Yes....Enter values based on the box descriptions

_________________________________

Long explanation:

Make SURE it's just a plain 1099-R form, and not a CSA- or CSF-1099-R, nor a RRB-1099-R .

The 2020 1099-R forms were renumbered for 2020.

Last year's boxes 12,13,14, are now numbered 14,15,16. (higher # boxes too)

.....................( While CSA/CSF-1099-R forms still use boxes 12,13,14 )

IF your standard 2020 1099-R form is using 12,13,14 for the state entries

...then the issuer failed to update their forms to the Proper 2020 format for those boxes.

_________________________

IF numbered properly, box 16 is commonly empty on most 1099-R forms. Usually because the value of box 2a is automatically used in it's place (or the Federally-taxable amount of box 1 if box 2a is empty).

NY is especially picky about this, and entering the value of box 2a into box 16 should fix that (or the federally-taxable amount of box 1 if box 2a is empty).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

mbello72Author

Level 2

Thank you @SteamTrain. I appreciate the detailed explanation. This is a plain 1099-R form issued by San Francisco Culinary Bartenders & Service Employees Pension Plan.