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State id is not on 1099 r which is required for return

 
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6 Replies
DawnC0
Intuit Alumni

State id is not on 1099 r which is required for return

Every payer of the retirement distribution does not obtain payer numbers for every state. If your payer has one for your state and they have withheld any state income tax, it would be listed in box 13 on the 1099-R. If there is nothing listed in the State Payer number box (box 13), you can input NA (not available) in that box in the TurboTax software.

If you have state income taxes withheld by the issuer and there is an amount in box 12 on the 1099-R, contact the issuer and have them to send you a corrected 1099-R with the state payer’s number included.

Fktbtx
New Member

State id is not on 1099 r which is required for return

Your reply doesn't make sense. Box 13 is not an amount, it is for the date of payment. Box 14 has the amount, yet on the form I have box 15 (state/player's state number it is blank. Box 14 has an amount of state tax withheld, but 16-19 are empty. You also mention an amount in Box 12,but box 12 says "FATCA filing requirement" and has a checkbox (this one is unchecked.)

Can you double check it and make sure you're referencing the right boxes?

 

LeonardS
Expert Alumni

State id is not on 1099 r which is required for return

The IRS does not use the state ID number when your return is processed.  You may use a random number for the state ID number this will allow you to continue and not impact your return.

@Fktbtx

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State id is not on 1099 r which is required for return

Is it required on State Return?

HelenC12
Expert Alumni

State id is not on 1099 r which is required for return

Yes, a state ID is required in Box 15 if you have an amount in Box 14 of your 1099-R. If there is no state ID, enter the Payer's TIN. 

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Todd P
New Member

State id is not on 1099 r which is required for return

Thanks - just saw this - same issue - received a 2023 1099-R relating to a 401k class action settlement with the Department of Labor with a prior bank employer - they withheld for both State and Federal - but Box 2 is blank though they took both state and federal withholdings - and while they did take state withholdings in that box, the State is left bank - should I assume it is my state of residence and then your their payee number? Many thanks!  

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