1842995
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

mfschield
Returning Member

Turbo tax 1099 Form numbering error

I'm entering my 1099-R into Turbotax.

The box numbering in Turbotax is not the same as the Federal 1099-R.

.

Turbo Tax No:         Description:                         1099-R No:

       12                       FATCA                                   no number

       14                       State Tax Withheld                  12

       15                       State ID                                      13

       15                       Payer's State No                       13

       16                       State Distribution Amt            14

 

I almost entered the 1099's "State Distribution Amt" into Turbotax's "State Tax Withheld" box.   BAD!

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Turbo tax 1099 Form numbering error

@mfschield 

 

TurboTax uses the Proper 2020 newly issued, official, IRS box numbering for a standard 1099-R

 

BUT  if yours is a Federal retirement form, it might be either a CSF- or CSA-1099-R....and if it is, then you are using the wrong software form....You need to select the proper CSA- or CSF- form when you first started thru entering that retirement form...and yes, the software CSA- or CSF-1099-R forms do use boxes 12,13,14 in those specific form types.

 

 

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question