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jeripetro
New Member

1099-R, Box 16, is blank but TT will not allow me to leave it blank and states "Enter state distribution in Box14" but "Box 14 is "State tax withheld"!? What should I do?

It would seem to me I should enter the amount from Box 2a in Box 16, not the amount in Box 14, which is the amount I chose to have withheld.
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2 Replies

1099-R, Box 16, is blank but TT will not allow me to leave it blank and states "Enter state distribution in Box14" but "Box 14 is "State tax withheld"!? What should I do?

that "seems" off....

 

Would be nice to be able to get a screen shot of exactly what you are looking at, because box 14 was correct a number of years ago, but the boxes have been renumbered since then.  16 would be right now for 2021 tax software for a simple 1099-R.  (So if you are actually using the Desktop software, make sure you aren't in the wrong year's software.  The Online software is only in 2021 right now))

____________________

 

Box 14 would be used on CSA- and CSF-1099-R forms from the Federal OPM, but box 12 is state withholding for those  (AND the hidden background forms put the interview's 12 and 14 values into 14 and 16 respectively on the worksheet that TTX uses)

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
JohnB5677
Expert Alumni

1099-R, Box 16, is blank but TT will not allow me to leave it blank and states "Enter state distribution in Box14" but "Box 14 is "State tax withheld"!? What should I do?

For Tax Year 2021 Box 16 is State Tax Distribution.  This is the amount of money that you received while you were in that State.  If you've only lived in one state, this amount should match the amount in box 1.

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