Box 16 - 1099-R

[catman85]

Thank you, this is the correct answer.

Thank you MarilynG1

[julietaboulie]

Same situation here in Indiana.  Box 16 has always been $0.00.  If there has been a change at the state level, then why doesn't Edward Jones know this.  Come on folks, everybody needs to be on the same page.  No wonder so many people don't like doing taxes.  I usually do but I have spent too much time researching this issue.  

[southbendcarp1970]

So, I usually get hundreds back (at most) from Indiana. When I put the box 2a amount into box 16, I'm getting back close to $18,000. The Edward Jones account was inherited last year, but only has $15,000. Something doesn't seem right.

As much as I would love that much back, I'm not meant for jail.

[SusanY1]

Double check the number in Box 14 for the  1099-R entry.  Is the box 2a/16 amount also duplicated there?  Or perhaps a decimal is out of place for the proper number there?   That is the most likely source of the error, but it could be other places.  If this doesn't turn out to be the source, let us know and we can assist in further troubleshooting as well.  


@southbendcarp1970 

[VolvoGirl]

@southbendcarp1970   Are you entering a 1099R ?   Could you have entered it box 14 instead of 16?   Try deleting the 1099R and enter it again Manually.  That usually will fix it.

[southbendcarp1970]

Hi! Thank you for the response.

I actually entered it manually the first time, then imported it. Same result.

[southbendcarp1970]

Sorry. But yes, it's a 1099-R.

[VolvoGirl]

Then delete it again, delete both of them if they’re both in there.   And just manually enter it.  The import can come in wrong.   After you delete the 1099R check your returns and see  if state seems right.   Maybe even print them.   Then manually enter the 1099R and compare to the prior return and see what all changed.   

[SusanY1]

 Have you been able to double-check what is entered in Box 14?

What other income is in your tax return that we could help you to check? 

[catman85]

Everyone is stating the correct process. After you enter your numbers in TT and at the end you have TT review your numbers, after the review TT will ask you to type in manually your number for line 16. It does work. I am in Indiana also and it worked fine for me.

[southbendcarp1970]

Sorry for the delay. Box 2a Taxable Amount-$15,000. Box 14 State Tax Withheld-$750. Box 16 State Distribution-$0.00 Inherited traditional. 

I've deleted and re-done importing AND entering by hand. Each gets the same message: "State distribution can't be blank and can't be less than state tax withheld."

I called the EJ help line and a very nice woman told me to enter line 2a, as you've all suggested. 

BUT, entering box 2a amount gives me a $17,000+ refund, whereas last year I got $150 from the used-to-be-great-state-of-Indiana. Unless, that's just how it is? I wouldn't complain, but that's surely audit bait.

I've messaged the Indiana Dept. of Revenue, and will update my results. Thank you all!

[SusanY1]

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.  A screenshot works best if possible.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number (including the dash) that was generated in the response.  A screenshot works best if possible.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

[Clarkson88]

What is the status of this fix

[catman85]

If Box 16 (State distribution) on your 1099-R is blank, it often means no state tax was withheld or you live in a state without income tax. If tax software requires a value, generally enter the gross distribution amount from Box 1 or Box 2a into Box 16, or leave it blank if no state taxes are withheld.....

. 

[julietaboulie]

That isn't true.  I withhold tax so I'm not surprised in April.  My box 16 has always been blank or $0.  My box 14 is not, it is the state tax amount I have withheld.  I live in Indiana.  I certainly hope this is resolved.  It wasn't until last year that I had a problem.

Can someone remind me what I must have done last year to make this work so I don't fall into the vicious cycle of hitting my head on the wall.  Was it to enter the taxable amount which is what Box 1 and 2A represent for me.? 

I haven't started my taxes and I dread this part already.  Ugh!  And I enjoy doing my taxes.