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New Member
posted Feb 22, 2025 8:49:23 AM

Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 State Distribution. Box 14 has the correct figure but Box 16 is blank. Thank U

0 4 798
4 Replies
Expert Alumni
Feb 22, 2025 8:53:33 AM

Enter the amount reported in box 1 of your Form 1099-R for the state distribution amount box 16.  This should clear the error condition without affecting your tax return.

Level 2
Mar 15, 2025 5:58:32 PM

I have a similar question with a small twist.  The1099-R form from my state pension system has different amounts in Box 1--Gross distribution and Box 2a--Taxable amount.  The taxable amount is less and reflects a small post-tax contribution that is included in the gross distribution and reported in box 5.  Which amount should be reported in box 16?  Should it be the gross distribution amount (including untaxed distributions) or the taxable amount?   The taxable amount for state income tax purposes is the same amount as for federal income tax purposes.  So, should I enter the taxable amount in box 16?

Level 15
Mar 15, 2025 6:01:10 PM

Yes you can use the amount from box 2a.

Level 2
Mar 15, 2025 7:31:44 PM

Excellent-thank you!