Form CSA-1099R state tax witheld only one state

Forum|Forum|3 months ago
February 22, 2026
1 reply
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My Turbotax Form CSA-1099R in the step-by-step instructions for Box 14 only allows one state to be entered. I went to the forms view and entered the second state information and then reverted to the step-by-step instructions. When I did so, the second state tax withheld was erroneously placed in Box 16 State Distribution Amount. The form software needs to be revised.

TurboTax Home & Biz Windows

SteamTrain

Level 15

@bcelani

I agree that the state box arrangement in the interview for the CSA-1099-R, really STINKS..with no clear delineation between two state datasets

BUT

In My Windows desktop software, there are two sets of state boxes shown.

....the second state just doesn't show the box numbers...and box 16 placement is HORRIBLE.

...when I used Forms Mode to put in the second state's withholding...it did go in the right box....it's just that for me, the interview's box arrangement is (again) HORRIBLE.

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