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posted Feb 24, 2026 1:52:21 PM

Pension and annuity adjustments

No difference is noted between state and federal taxes on my 1099R.  There is no option on your online form for that.  If I leave the fields blank, TurboTax just keeps sending me in circles.  What am I doing wrong?

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1 Replies
Employee Tax Expert
Feb 24, 2026 1:59:11 PM

Are you saying that there is State and Federal tax reported on your 1099-R?

State tax would be in Box 14 and Federal tax would be in box 4.

 

Are you having issues getting those amounts entered on the 1099-R input screen? 

What kind of 1099-R is this? IRA, Roth IRA, 401(k) government pension, annuity or something else?