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Level 1
posted Mar 13, 2025 7:48:54 AM

TurboTax Premier 2024 - 1099-R Import placed State Payer Number in State Wages field

For 2024 taxes, using the Import feature to import IRA RMD 1099-R data from Raymond James, the state payer number (in CT, a twelve digit number) was placed in CT-1040WH form Column B (Connecticut Wages, Tips, etc.) field. The state payer number field was left blank. This has not been a problem in prior years.

 

The TurboTax Premier review process caught the discrepancy and I was able to make the two corrections.

I have a screen shot of the CT-1040WH form showing the state payer number in the Column B (Connecticut Wages, Tips, etc.) field in case one of the TurboTax developers wants evidence.  

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