turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Education: Credits & Reporting on Mar 26! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

zmeyer123
New Member

can anybody advise on how to enter 'Pick-up Contribution' on 1099-R? This is box 19 on the 1099-R form, but Turbo tax labels 19 as Local distribution

 
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.

1 Reply
BillM223
Employee Tax Expert

can anybody advise on how to enter 'Pick-up Contribution' on 1099-R? This is box 19 on the 1099-R form, but Turbo tax labels 19 as Local distribution

I researched the issue of Pick-up contributions in Maryland several years ago, and this was my answer then:

 

The way it works is that after you have entered Maryland as your state of residence, then you enter the 1099-R. In the interview following the data entry of the 1099-R, you will be asked if part of this is your state pickup. If so, then you are asked how much of it is the pickup. As best as I can tell, it doesn't matter if anything is in boxes 16 or 19, this amount entered in the 1009-R interview will carry to the 502SU.

 

NOTE: if there is only 1 subtraction on the 502SU, then in accordance with the Maryland instructions, form 502SU is left off the return, and the "R" and dollar amount are put on line 13 on the 502.

 

NOTENOTE: I have done this on the desktop product; are you using the Online product? I will have to check there next...

Let me know if this works for you or not.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question