MarilynG1
Expert Alumni

Retirement tax questions

Is there State Tax shown in Box 14 of the 1099-R?  If not, you can leave boxes 14, 15 and 16 blank.  Your state will tax the income imported from your Federal return.

 

If there is tax shown in Box 14, then Box 15 should show the State Payer's No (you can use the Federal ID number if it's blank) and Box 16 should show the same amount as the Box 1, Gross Distribution, unless there is a different amount showing in Box 2a

 

Here's How to Enter 1099-R.

 

 

 

 

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