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Level 3
posted Feb 28, 2022 3:03:04 PM

"Form 1099-R: Source Form should have a box checked" What does this mean?

TurboTax is checking my federal entries. The following entry error and options came up:

 

Check this Entry

Form 1099-R (Charles Schwab & Co Inc): Source Form should have a box checked.

 

_ No Entry

_ 1099-R box

_ CSA-1099-R box

_ CSF-1099-R box

_ RRB-1099-R box

 

What does this mean? The form was downloaded from Charles Schwab. I don't see this anywhere on Form 1099-R. What is TurboTax asking? What is a source form? Should I just check "1099-R box?" 

 

Thanks for your help! 

 

 

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1 Replies
Level 3
Feb 28, 2022 4:04:33 PM

This was resolved. (TurboTax has become really sloppy with the language it uses. 

 

On the detailed entry page, TurboTax asked to "confirm that the type of Form 1099-R below matches your copy of the form."

_ Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc

_ CSA-1099-R, Civil Service annuity

_ CSF-1099-R, Civil Service survivor annuity

_ RRB-1099-R Railroad Retirement Board annuities or pensions

 

Why the descriptions on the "Check this Entry" page are not detailed and consistent is beyond belief.