Retirement tax questions


@spudhugh wrote:

Exactly my problem!!! Is TurboTax so inept????


The 1099-R box 15 is for state tax.   There are 2 lines for two states.  The top line for state 1 is referred to as "15a" and the bottom line for state 2 (rare to have two states) as "15b".

 

15a/b are only used if where was state tax withheld in box 14a/b.

 

If box 14a/b is blank (or zero) then all boxes 14-16 must be blank.   Some financial institutions put the state information in 15a/b even if there was no state withholding which is wrong - it must be blank.

**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.**