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posted Mar 17, 2021 1:33:46 PM

I had state tax withheld on a withdrawal 1099-r but sate distribution line is blank. it won't let me finish filing

on my 1099-R state tax was withheld but NY State Distribution line is blank. Turbo telling me tax withheld can't be greater or equal to distribution amount

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1 Replies
Level 15
Mar 17, 2021 1:59:13 PM

NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.

Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.