MichaelDC
New Member

Retirement tax questions

There is no tracking ID on a 1099R.  There is a Federal ID number that you enter beneath the payer name and address, etc. A more common issue is the State ID number in Box 13.

Every payer of the retirement distribution does not obtain payer numbers for every state. If your payer has one for your state and they have withheld any state income tax, it would be listed in box 13 on the 1099-R. If there is nothing listed in the State Payer number box (box 13), you can input NA (not available) in that box in the TurboTax software.

State ID numbers are not always unique identifier as to what state they are associated with (i.e in theory, two separate states could be using the same ID number) and they are often the same as the federal ID numbers.  Thus, the program needs the State abbreviation to properly associated the 1099-R with the right state. Also, the same Federal EIN is sufficient for the state ID number.  Be sure to select your state two letter code in the state section.

If you have additional questions or details regarding this, please feel free to post in the comments for further clarification.