AmyC
Expert Alumni

Retirement tax questions

On your 1099R, you have actual tax paid to your state so you don't want blanks. If not, blanks are fine for 14-16. So, box 14, shows state tax withheld, box 15, state and payer id, box 16 is blank. This must be because your box 1 and 2 are different numbers and the issuer is not sure how much is actually taxable with a check in 2b or your state may exempt the income, partially or in full.

 

You want to go ahead and enter the amount you believe would be the taxable distribution. The program will help you exempt any amounts to which you are entitled. The state tax will be applied as it should.

@cindyohio1 

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