AmyC
Expert Alumni

Retirement tax questions

Generally, the program carries the information to your state for you. Box 12 is the state tax withheld. Box 14 is the state distribution.

 

If box 12 is blank, do nothing.

 

If you have a box 12 amount, you can fill in the taxable state amount for box 14; but, you also need a state ID for box 13. You can contact the issuer and ask for that information.

 

 

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