Question

Why doesn't Turbo Tax 1099-R form match my NC 1099-R box

Forum|Forum|5 years ago
January 28, 2021
2 replies
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Help!

TurboTax Online

Form 1099-R is a standardized form, meaning they should all have the same boxes. What box entries don't match?

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D

DA111

after box 11, nothing on turbo tax matches the 1099-R

macuser_22

Employee

@DA111 wrote:

after box 11, nothing on turbo tax matches the 1099-R

1) Is it a 1099-R or a CSA-1099-R, CSB-1099-R, RRB-1099-R which are different and must be selected as the 1099-R type at the start of the 1099-R interview.

2) Some payers have their own custom forms and leave off boxes that do not apply to them so ignore them and leave them blank.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

SteamTrain

Employee

You coudl be referring to a couple things

1) The actual box 16 value on your form 1099-R may be empty, but the software properly backfills that box with the value of box 2a for NC (or the taxable portion of box 1 if box 2a is empty or undetermined)

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or 2) ............IF you are looking at a different follow-up page that asks you to verify that the entries in the boxes are correct..... there is one page that some users are sometimes presented with, where there is an error in the text on the "Follow-up verification" page. boxes 14,15,16 may be mis-labelled as boxes 12,13,14......(it's been reported and may be fixed in the next couple weeks)

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