Help with 1099R Box 14,15 & 16

[SSobeck4817]

On my husband's 2023 1099R there is an amount in box 16 for AZ State distribution. We live in Texas since July 2021, used to live in AZ where he worked. There is no amount in box 14. Does this mean that zero was actually withheld for state taxes?

[LeticiaF1 · Accepted solution]

Yes, that means that there was no state taxes withheld from the distribution, and that this income is reported as Arizona income.  You should call the company that issued the 1099-R and have them correct the form.  They might ask for proof that you live in Texas. 

[SSobeck4817 · Accepted solution]

Thank you LeticiaF1 😉