Hi,
Thank you for your reply, help, and recommendations. I am very appreciative.
While logged in and doing my taxes, I did contact TurboTax twice by phone 1-800-446-8848 on 3/15/25 and spoke with two support representatives about the problem.
1. The first one required the support of her specialist and said the problem was only due to box 16 being left empty on the 1099R and that it was the fault of the investment firm that generated the 1099R.
I securely shared my screen to show all the problems that the Oregon tax paid from a 1099R is not carried over. I also showed the specialist that the only way I found was to report the taxes already paid for Oregon as shown on the 1099R as taxes paid to another State.
2. I called Fidelity Investments and they said they do not fill in box 16 and the State of Oregon does not require it.
3. I read on line about the problem with a blank box 16 on a 1099R when using TurboTax. I posted the problem with the Intuit community.
4. I re-logged in to TurboTax to work on the taxes and on the 1099R used the $ amount shown in 2a to fill in box 16. That did not make a difference in anything in the TurboTax software for carrying over the state taxes already paid from the 1099R.
5. I contacted TurboTax by phone again and spoke to a second specialist who was very helpful. I shared my TurboTax screen only and I showed the representative everything: a) problem with box 16 on the 1099R being blank but needing to be filled in and b) the problem with TurboTax software for Oregon State taxes not carrying over state taxes already paid from the 1099R box 14.
The representative and I found that the only way to document when doing Oregon State Tax return using TurboTax was to write in the amount of Oregon State taxes withheld from the 1099R as being tax exes by another state.
We used tax tools to make sure that Oregon income tax held from the W2 and listed in box 14 of the 1099R added up correctly.
I asked this representative to report the software problems for state taxes to TurboTax.
