ezfile

Forum|Forum|5 years ago
May 12, 2021
1 reply
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I'm just about to finish e-filing and I've a got message that doesn't make about State tax withholding on my 1099R. It states that my withhold is greater than the distribution

SteamTrain

Level 15

Yep......The vast majority of 1099-R forms leave box 16 empty....but many states require a value for the "State Distribution Amount" anyhow (when entered, that will backfill into box 16 of the 1099-R worksheet)

That needs to be entered by the user, almost always, as being the same as the value of box 2a ...or the Federally-taxable amount of box 1 if box 2a is empty or marked as "undetermined".

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

macuser_22

Alumni - Champ

It should be the same as the Federal *distribution*, box 1, not box 2a which is the taxable amount.

**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.**