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seogle
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Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

 
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MonikaK1
Expert Alumni

Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

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, you can enter the amount from Box 2a.

 

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

 

See this article for more information on Form 1099-R.

 

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3 Replies

Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

If blocks 14 & 17 on the 1099-R  are blank or have zeros in them then leave boxes 14 thru 19 blank in the TT program ... don't even put zeros ... 

 

 

1.jpg

Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

If box 14 has a real value in it...several states require a value in box 16 that is greater than box 14....that is usually box 2a, if box 2a has a real non-zero value in it.

 

IF box 2a is empty, or "undetermined" then it would be the Federally-taxable amount of box 1  (which is usually the same as box 1, unless after-tax contributions were made to that retirement account)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
MonikaK1
Expert Alumni

Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

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, you can enter the amount from Box 2a.

 

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

 

See this article for more information on Form 1099-R.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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