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mathhoni4
New Member

How can I ensure that my state tax withheld from my 1099R is being credited to my state return? The amount due is so much higher than expected, and I can't review it.

I hesitate to "finish and file" until I can see the details on my state return.
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2 Replies

How can I ensure that my state tax withheld from my 1099R is being credited to my state return? The amount due is so much higher than expected, and I can't review it.

@mathhoni4 

 

Instead...go back to that 1099-R and Edit it.

 

Check box 14 for the state withholding $$... and box 15 to make sure the state letters are correct.

 

As long as those two entries are correct...you are getting the state credit for the state withholding.

But check all the other boxes against your paper form too.

_________________

Also, use the tools menu to check your Federal and state summary amount...in case, for some strange reason, your state income is waaaay off.  (higher than it should be)

 

 

 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
MaryK4
Expert Alumni

How can I ensure that my state tax withheld from my 1099R is being credited to my state return? The amount due is so much higher than expected, and I can't review it.

You can check on your Tax Summary:

  1. From the left side of the page select Tax Tools from the menu.
  2. Select Tools. 
  3. Next, select View Tax Summary in the pop-up, then State Tax Summary in the left menu.

State Tax Withheld.jpg

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