JamesG1
Expert Alumni

State tax filing

IRS form 1099-R box 16 is not always reported by the preparer of the 1099-R.

 

Report the value in Taxable amount box 2a if that is also the value reported as taxable income in box 4b or 5b of the IRS form 1040 tax return.

 

If multiple 1099-R's are reported on the tax return, you may also need to refer to the Form 1099-R Summary in the Federal tax return.  

 

In the online versions, you may view or print at Tax Tools / Print Center / Print, save or preview this year's return / Include government and TurboTax worksheets after you have paid for the software.

 

@rad49 

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