dmertz
Level 15

Retirement tax questions

Given that nobody else has mentioned this issue, this seems to be unique to your situation.  The Oklahoma instructions indicate to include Forms 1099-R that show state tax withholding.  If there is no state tax withholding, there appears to be no requirement to include the form.  TurboTax includes in the e-filing Forms 1099-R that shows this withholding.  The only reason that I can see that Oklahoma would request a paper copy is if the amount of tax withholding shown in your Oklahoma tax account disagrees with what you have reported as withholding on line 21 of your Oklahoma Form 511.

 

If you make estimated tax payments to Oklahoma, make sure that you are not reporting them as tax withholding.  Estimated tax payments are to be reported as estimated tax payments on line 22 of Form 511.  Also make sure that the Form 1099-R provided by the payer shows your correct SSN, the same SSN that is on your tax return.