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March 17, 2025
Question

Does TurboTax have the wrong 1099-R? Box 12 has "FATCA filing", but my 1099-R has it between 11 and 12. “State distribution” is in Box 14, but on my form it’s Box 12.

  • March 17, 2025
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I have Deluxe, and downloaded updates today.

1 reply

Employee
March 17, 2025

Is this a Form 1099-R from the Department of State for FSO retirement?  If so, the Department of State has failed to update its Form 1099-R to correspond to the renumbering that the IRS introduced in 2020 and you'll need to make the entries by box name instead of by box number.