Retirement tax questions

Maybe NY or some other state tax returns, where the 1099-R doesn't show the state distribution in box 16...and the user needs to indicate what the actual distribution was on a follow-up page?

 

Those folks need to make sure the state distribution amount is set to what is in box 2a (IF it's a positive, non-zero value) or the value of box 1 in many cases. 

 

 i.e. you can't have state taxes withheld if  there were no $$ distributed.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*