Thank you, robtm (and PatriciaV). I appreciate your replies.
I now know what should go in the first field in Box 15. The state where I reside and the state that received the withholding are the same in my case.
However, I am still a bit uncertain about the second field in Box 15. I am getting the impression that the Payer’s State No. depends on the state that is assigning the number. Is it that state that received the withholding, or is it the state where the bank is incorporated (the two are different in my case)?
Robtm: Turbotax indicated I had to fill in Box 15 when I went through the Federal review process. I was hoping I wouldn’t get flagged for the missing information.
I almost regret contacting the bank. I haven’t received their promised reply yet (the representative at the branch didn’t know the answer). Now I have to wait (and wait) to see if they will issue a “corrected” Form 1099-R, which I would have to account for in TurboTax.
Thanks again!
