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saibari
New Member

My state distribution box is blank on my 1099-R, but shouldn't it be the same as the amount in box 2a?

 
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Accepted Solutions
MichaelMc
New Member

My state distribution box is blank on my 1099-R, but shouldn't it be the same as the amount in box 2a?

State income tax returns typically begin from federal taxable income and make adjustments for items taxed differently by the state, so your retirement distribution will be picked up by the state return and given the appropriate tax treatment, notwithstanding the blank box on your Form 1099-R.

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3 Replies

My state distribution box is blank on my 1099-R, but shouldn't it be the same as the amount in box 2a?

box 14?  on paper many times yes....but in the software, as as long as 2a is not blank, box 2a may be  used to fill in box 14...but that depends on what state is involved.  NC back-fills box 14 with the box 2a value as you run thru the full 1099-R interview.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
saibari
New Member

My state distribution box is blank on my 1099-R, but shouldn't it be the same as the amount in box 2a?

Thanks. I found that even if I leave the box blank (as on the form I received), the state tax-program handles it the same way.
MichaelMc
New Member

My state distribution box is blank on my 1099-R, but shouldn't it be the same as the amount in box 2a?

State income tax returns typically begin from federal taxable income and make adjustments for items taxed differently by the state, so your retirement distribution will be picked up by the state return and given the appropriate tax treatment, notwithstanding the blank box on your Form 1099-R.

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