1099-R Box 15a

Forum|Forum|5 years ago
March 7, 2021
6 replies
42 views

Turbo Tax is asking me to enter information from Box 15a of my 1099-R form however, my 1099-R form does not have a 15a box. It only has box 15 listed as State/Payer's state no. what should I do or what should I enter for the missing 15a box? Thanks!

macuser_22

Alumni - Champ

There are 2 box 15's for 2 states both 15, so one is called 15a and the other 15b.

If there was no state withholding and no dollar amount in box 14 then all boxes 14-16 must be BLANK.

**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.**

spudhugh

Level 2

I amm not filing for 2 states, just a single state!! Why won't you file my state tax return??????!!!

JosephS1

Level 8

The best way to enter Box 15 if there is no state identification number listed is to enter the Federal identification number of the payer. If there is no additional state or local information on the 1099R leaving the rest of the fields blank should be fine. Just enter the same number in box 15 that shows in the Payers TIN right above your name in most cases on the 1099R.

The highlighted field below is where you would enter the number:

@spudhugh

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glasshen

Level 2

The exact situation is occurring with my 1099R! There is no Box 15a on the form that was sent to me, and Turbotax will no let me add the number listed in Box 15!

Somebody help! I called the 1099-R issuer, and they told me to call Turbotax. I cannot fine a Telephone help number for Turbotax

spudhugh

Level 2

Exactly my problem!!! Is TurboTax so inept????

macuser_22

Alumni - Champ

@spudhugh wrote:

Exactly my problem!!! Is TurboTax so inept????

The 1099-R box 15 is for state tax. There are 2 lines for two states. The top line for state 1 is referred to as "15a" and the bottom line for state 2 (rare to have two states) as "15b".

15a/b are only used if where was state tax withheld in box 14a/b.

If box 14a/b is blank (or zero) then all boxes 14-16 must be blank. Some financial institutions put the state information in 15a/b even if there was no state withholding which is wrong - it must be blank.

**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.**