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April 14, 2021
Question

Turbotax 1099r boxes do not match my 1099r

  • April 14, 2021
  • 1 reply
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    1 reply

    April 14, 2021

    You must have the old 2019 version with year changed to 2020.  Boxes 12-14 on your form are now boxes 14-16 on the new 1099R.  The IRS changed the form starting with tax year 2020.  You might inform you plan administrator.

     

    Or you might have a CSA-1099R or CSF-1099R.  If your payments are for a Civil service retirement, you would need to indicate in TurboTax at the screen you select the 1099-R type.