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edandgail
New Member

1099R tax withheld vs state distribution

At final step of filing, I have three messages for 1099-R ques. 14 stating amount must be less than gross dist. or state distribution. All date enter matches 1099 document figures.  I see no bypass. 

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1 Reply
MarilynG1
Expert Alumni

1099R tax withheld vs state distribution

If you paid State Tax on your 1099-R distribution (there is an amount in Box 14), then you must also have an entry in Box 15 (Payer's State ID number), and Box 16 (amount of state distribution, which is usually the same amount as in Box 1).

 

If you didn't pay State Tax on your distribution (no amount in Box 14), then you can leave Boxes 14-16 blank in TurboTax.

 

Here's more info on How to Enter a 1099-R

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