Important 1099-R Tax Form Information
CUA 1099-R tax forms issued this year did not have box 13 filled in with the State/Payer’s state number. This is an optional field, but some tax preparers or tax websites may require it.
The box will only need to be filled in if you had a distribution and Kansas state taxes were withheld. That would be indicated in box 12. TurboTax does require box 13 to be completed.
CUA’s State/Payers state number for box 13 is 20. If you have further questions, please contact us at 800.256.8049.