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posted Mar 1, 2026 11:11:28 AM

1099-R Lines 14 and 16

My NYS 1099-R has an amount in Line 14 for State Tax Withheld but nothing listed in Lice 16, State Distribution.  Do I use the Line 2a taxable amount (federal), or do I need to request a corrected form?  Turbo Tax check says I need to put an amount in Line 16.  I don't want to send in something that is different than the form the company sent to the IRS and NYS tax department.

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1 Replies
Level 15
Mar 1, 2026 11:17:09 AM

Enter the amount from box 1 into box 16.  The state distribution amount does not flow to the state tax return.