Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.
Click here for when to use a Form 1099-R.
State Distribution refers to the amount of the distribution being reported on the form that was reported to your state, and for which state taxes were deducted.
If state taxes were deducted, those would also be reported. In some cases, this is left blank because the state you are in does not require that information to be reported or does not tax it.
In some cases it may be because the issuer of the Form 1099-R, did not know which state it should be attributed to, so they left it blank. If you enter the data that you have on the form, TurboTax will figure out what should be done with it, and whether or not your state actually needs to know about it.
Your Forms 1099-R should be entered separately into TurboTax as they are shown on the forms. They would go in your Income section of your Federal tax return under Retirement Plans Social Security. California does tax pension and annuity distributions. You can enter the amount from box 1 of your Form 1099-R in Box 16. That is fine to do.
Click here for information on where to enter your Form 1099-R.
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