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Retirement tax questions
If there were no state income taxes withheld then leave those boxes blank (empty) when entering the Form 1099-R in TurboTax. On a standard IRS Form 1099-R those would be boxes 14, 15 and 16.
Box 13 Date of Payment has nothing to do with state taxes. It is a payment date when payment was made for reportable death benefits under section 6050Y
March 20, 2023
11:41 AM