I have a 1099-R that shows a value in the Federal Gross Distribution, but the State Distribution is blank. Does that mean I fill in the State Distribution as zero?

[dlgaffney]

I received a 1099-R that has a value in the Federal Distribution, but the State Distribution is blank.  Does that mean I enter zero in the State Distribution box on the TurboTax form?

[ChristinaS · Accepted solution]

The state fields of Form 1099-R are often blank. Don't put a $0 for a blank. If you don't have entries in the state boxes, just leave it blank.

Generally, your resident state automatically taxes your worldwide income. So, having the state information completed on a 1099-R is unnecessary. You will automatically be taxed by the state that you live in, as that state reports all the income you have for the year. The federal income automatically flows to your state return whether you have anything in these 1099-R boxes or not.

If your state has retirement income exclusions or deductions, this will also be handled by Turbo Tax.