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For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

 
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AnnetteB6
Employee Tax Expert

For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

Since state taxes were withheld, something needs to be entered in all three state boxes.

 

If your Form 1099-R does not show a state ID number, enter the Federal ID number.  If your Form 1099-R does not show a state distribution (box 16), enter the distribution amount shown in box 1.  

 

@jpprod416 

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5 Replies
MayaD
Expert Alumni

For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

If there is no taxes withheld in box 14, leave Boxes 14, 15, and 16 blank.

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For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

Taxes were withheld in box 14.

AnnetteB6
Employee Tax Expert

For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

Since state taxes were withheld, something needs to be entered in all three state boxes.

 

If your Form 1099-R does not show a state ID number, enter the Federal ID number.  If your Form 1099-R does not show a state distribution (box 16), enter the distribution amount shown in box 1.  

 

@jpprod416 

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For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

the answer that was given is not correct.  that amount doubles the amount of the state tax return which would not be correct.  Any other solutions?

 

DMarkM1
Expert Alumni

For Ohio my 1099-R does not have a box 16, which Turbo Tax requires you to fill in?

OH conforms to federal rules for pension distributions; box 16 should match the taxable amount (box 2a) on your 1099-R.

 

However, since OH starts with the federal adjusted gross income which pulls from box 2A (taxable amount) on forms 1099-R, the amount entered in box 16 does not affect the tax calculations for OH.  The entries for boxes 15 and 16 simply allow any box 14 amount to flow to the correct state interview.    

 

Box 14 should match your form 1099-R and box 15 should read OH and the federal ID number (if no state number given). 

 

As stated earlier, if no OH state taxes were withheld, you can leave boxes 14, 15 and 16 blank (delete/backspace to eliminate stray characters). 

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