My 1099-R box 15 is labeled Health Benefits, but TurboTax calls that box First Locality. Do I put the amount from my 1099-R in there anyway?

ginajo1 · ‎June 6, 2019

macuser_22 · ‎June 6, 2019

No. The issuer is putting information to you in a box that it does not belong in. Box 15 should not be used for any purpose other than a dollar amount of local tax paid to a municipality with the municipality name in box 16. If they put information in those boxes it should be ignored.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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macuser_22 · ‎June 6, 2019

No. The issuer is putting information to you in a box that it does not belong in. Box 15 should not be used for any purpose other than a dollar amount of local tax paid to a municipality with the municipality name in box 16. If they put information in those boxes it should be ignored.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

ginajo1 · ‎June 6, 2019

Thank you!

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My 1099-R box 15 is labeled Health Benefits, but TurboTax calls that box First Locality. Do I put the amount from my 1099-R in there anyway?