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New Member
posted Feb 28, 2025 7:59:44 AM

1099-R State Distribution

On my 1099-R, I have state taxes withheld but nothing in the state distribution field.  Turbo Tax says that is not allowed.  Do I enter the distribution amount as the withheld amount?

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3 Replies
Expert Alumni
Feb 28, 2025 8:05:57 AM

Yes, enter the distribution, it should have been on the form, you can't have taxes withheld when there is no distribution.

New Member
Feb 28, 2025 8:12:46 AM

So, just so I'm understanding you correctly, for the state distribution in box 16, I enter the gross distribution from box 1...correct?  State distribution = Federal distribution.

Expert Alumni
Mar 7, 2025 8:02:45 AM

Yes, that is correct.

 

@lonos2fan2