turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

ThomasM125
Employee Tax Expert

Box 16 - 1099-R

Box 16 on a Form 1099-R is for entering the pension distribution applicable to the state you live in. If there is not an entry there but you had state tax withheld, then you need to enter the distribution amount for the state you live in, most likely the amount in box 1 or 2(a) on your Form 1099-R. TurboTax can't make that entry for you, since to do so would be making an assumption.

 

@julietaboulie

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

Box 16 - 1099-R

The link article is no longer availble.  It says the problem has been fixed.  It hasn't!

mmeggs
New Member

Box 16 - 1099-R

OK expert.  My 1099-R doesn't have a box 16 - never has.  In the past TT complained but eventually let me file.  No longer.  What do I do?

 

mmeggs
New Member

Box 16 - 1099-R

"Most likely box 1 or 2(a)" doesn't help.

Box 16 - 1099-R

@mmeggs IRS Form 1099-R (same as the TurboTax 1099-R) - https://www.irs.gov/pub/irs-pdf/f1099r.pdf

 

This is for tax year 2024.  The 2025 desktop editions have the same exact form

 

Form 1099-R TTD 2024.JPG

 

 

DawnC
Employee Tax Expert

Box 16 - 1099-R

If box 14 is empty or blank, then leave boxes 14, 15 & 16 all empty.    But if there is an amount in Box 14, you will need to enter the an amount in box 16 so the withholding amounts correctly flow to your state return(s).   Use Box 2a for the box 16 amount.   If 2a is not populated, use the amount in Box 1.  @mmeggs 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
gz1502
New Member

Box 16 - 1099-R

I'm having the same problem with turbo tax. Never had this problem before, box 16 is blank and TT won't allow a blank box

Box 16 - 1099-R

@gz1502  Did you see the post right above yours?

 

If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribution. If box 2a is blank use the amount from box 1.

Box 16 - 1099-R

If the filer has something in box 14 and 15 but not 16 than enter the amount from box 1 into box 16.  Than in the final review TT will ask you to type in the amount  from box 16 to verify....TT will show the the spot to type it.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question