Retirement tax questions

For one thing the above answer is not correct.  A Federal EIN can never be used as a state ID.  

 

The box 13 state ID is only necessary if there was state tax withheld in box 12.   If box 12 is blank or zero then all boxes 12-14 must be blank.     If there IS a dollar amount in box 12 then  contact the issuer of the 1099-R for a corrected form that has the required box 13 information.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**