LeticiaF1
Expert Alumni

Retirement tax questions

Per IRS Instructions for Form 1099-R Boxes 14–19 are provided for your convenience only.  They don't need to be completed for the IRS.  

 

As SabrinaD2 mentioned, if you didn't have state withholding on Box 14, you can leave boxes 14–19 empty.  If you do have withholding, then usually the state that you live in will tax the whole distribution. This would make box 16 the same as box 1.  


@Milo2020