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kim711
New Member

How do I enter information into box 16 for state distribution so the 1099R is accepted for NYS return?

 
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1 Reply
RaifH
Expert Alumni

How do I enter information into box 16 for state distribution so the 1099R is accepted for NYS return?

If NY state tax was withheld on the 1099-R and you did not live in any other state in 2021, you may enter the amount from Box 1 as the NY state distribution in Box 16. To do this:

  1. Go to Federal > Wages & Income > Retirement Plans & Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Revisit.
  2. Select Edit next to your 1099-R. After confirming the payer information, report the same amount in Box 16 as is reported in Box 1 Gross Distribution. TurboTax will determine the taxable portion for state taxes based on the follow-up questions so be sure to answer them all before continuing.  

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