Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 3, 2024 9:01:37 PM

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. I have an amount in box 14, but TurboTax will not accept it and let me finish filing

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. I have an amount in box 14, but TurboTax will not accept it and let me finish filing

0 1 2268
1 Best answer
Level 15
Apr 4, 2024 4:05:39 AM

14a is just the first state line for boxes 14,15,16.

So if there was a second state involved, they would call that 14b,15b,16b.

____________________

Thus, your box 14 might also be referred to as 14a.

____________________________

Beyond that, some states require that the state distribution amount be filled in into box 16.....either on the main 1099-R page, or on a follow-up page that asks for the State distribution amount.

 

 

IF boxes 1 and 2a have the same value...enter that value into box 16.

IF box 2a has a somewhat lower value than box 1, but still a "non-zero" value that is greater than box 14, put that value into box 16.

IF box 2a is empty and marked "Undetermined" in box 2b, then you'd ( likely  use the box 1 value.

1 Replies
Level 15
Apr 4, 2024 4:05:39 AM

14a is just the first state line for boxes 14,15,16.

So if there was a second state involved, they would call that 14b,15b,16b.

____________________

Thus, your box 14 might also be referred to as 14a.

____________________________

Beyond that, some states require that the state distribution amount be filled in into box 16.....either on the main 1099-R page, or on a follow-up page that asks for the State distribution amount.

 

 

IF boxes 1 and 2a have the same value...enter that value into box 16.

IF box 2a has a somewhat lower value than box 1, but still a "non-zero" value that is greater than box 14, put that value into box 16.

IF box 2a is empty and marked "Undetermined" in box 2b, then you'd ( likely  use the box 1 value.