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ON MY 1099-R THERE IS NO INFORMATION IN BOX 16

LAST YEAR MY 1099 FORM HAD INFORMATION IN BOX 16. WOULD I BE ABLE TO FIND THIS INFORMATION  IN ANOTHER BOX
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2 Replies

ON MY 1099-R THERE IS NO INFORMATION IN BOX 16

See this answer from a year ago: 

If there is an entry in Boxes 14 or 15 on your 1099-R, TurboTax will expect an amount in Box 16.

 

If Box 14 shows State Tax withheld, the Distribution Amount (Box 1) should be entered in Box 16.

 

If no state tax was withheld, you can delete the State ID number, so that Boxes 14, 15 and 16 are blank.

 

Type '1099r' in the Search area, then click on 'Jump to 1099r' to get back to your entry.

 

Click this link for more info on How to Enter a 1099-R.

ON MY 1099-R THERE IS NO INFORMATION IN BOX 16

With a possible exception, that may apply to many state entry situations:

 

In my state, NC, with State $$ withheld in box 14, they need the value of box 2a in box 16.  

 

I have after-tax $$ that were contributed to my 401k, so box 2a is lower, and that must end up in box 16

 

Those with an empty box 2a (or undetermined) may need to have the taxable portion of box 1 into box 16.. IF they also had any after-tax contributions paid into whatever plan issued the 1099-R.  Otherwise, box 1-to-16 is fine.

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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