@jdnyusa wrote:
Thank you. That fixed it. Wonder why box 16 is blank on the 1099-R itself.
Because for years, financial institutions know that the state distribution is ALWAYS the same as the box 1 Federal distribution (unless you lived in two states during the year and had tax withheld in both states, in which case the state distributions would be different - very rare) so they leave box 16 (was box 14 until last year) blank. It is understood by all financial institutions and states that a blank box 16 is understood to be the same as box1 (except for two states that don't like a blank box 16).
**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.**
