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Returning Member
posted Jan 29, 2021 12:37:46 PM

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!

0 1 114
1 Replies
Level 15
Feb 5, 2021 3:34:23 PM

@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.