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Level 2
February 28, 2026
Question

New York State won't let me claim state tax withheld on IRA distribution

  • February 28, 2026
  • 2 replies
  • 124 views
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2 replies

Employee Tax Expert
February 28, 2026

The state taxes withheld from your IRA distribution should be entered on the Form 1099-R input section on your Federal return.  Then, the state taxes withheld will automatically transfer to your NY state return.

 

If you are getting an error message with regard to needing an amount in Form 1099-R box 16 because there were state withholdings reported, enter the amount reported in box 1 of your Form 1099-R for the state distribution amount box 16.  

 

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GFD613Author
Level 2
March 2, 2026

Yup, that’s what I wound up doing. Thanks!