2098526
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Box 14 1099R - state tax withheld- is equal to state distribution.. how to fix this?

ny refund is 4,350;  box 14 is 4,349.88
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Box 14 1099R - state tax withheld- is equal to state distribution.. how to fix this?

NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.

Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.



**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.**
TuboComet20
Returning Member

Box 14 1099R - state tax withheld- is equal to state distribution.. how to fix this?

Thank you.  It is disappointing that Fidelity doesn't fill-in 1099-R box 16 with the gross amount.   I am also disappointed that TurboTax will not transmit returns unless the user manually puts the gross amount in 1099-R box 16.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question