Why do the boxes on my 1099 -R form not match the turbotax form?

[georgeschlosser]

The State of New Jersey, Division of Pensions and Benefits issued both my wife and myself 1099-R forms for 2021 and the boxes do not match up with Turbo Tax:

there is no Box 15;

there is no Box 16; and 

there is no Box 14.

[ThomasM125]

Those boxes are for state tax withheld, state payer number and state distribution. Since you didn't have any state tax withheld, you do need that information, so I assume that is why it was not reported to you.

If the pension benefits are taxable in your state, that number will be picked up in TurboTax from the entry in box 1 and/or 2(a) and entered on your state tax return.

@georgeschlosser

[WJL4]

The Ohio Public Emp Ret Sys 1099-R only has 13 boxes.  Box 12 is State tax withheld and box 13 is the State Payer's State Number.  Turpotax has box 14, 15, 15, and 16.  Box 16 being State Taxable Income, 

My 1099-R does not have these additional boxes.....however the distribution is taxable for State.  I have enough information to complete the boxes but it does not match the 1099-R.  Help Please.

[ThomasM125]

Box 12, state tax withheld, gets entered in box 14 on form 1099-R in TurboTax. Box 13 goes in 15. When you enter the gross distribution in box 1 and taxable amount in box 2(a) those values will transfer down to your state tax return and be reported as taxable income, as the case may be. You leave boxes 14 through 16 blank in TurboTax.

[SteamTrain]

@ThomasM125 

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@ThomasM125 wrote:

Box 12, state tax withheld, gets entered in box 14 on form 1099-R in TurboTax. Box 13 goes in 15. When you enter the gross distribution in box 1 and taxable amount in box 2(a) those values will transfer down to your state tax return and be reported as taxable income, as the case may be. You leave boxes 14 through 16 blank in TurboTax.

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......that last sentence is a slip?    You just indicated to put his box 12 into 14 and his 13 into 15.

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@Hal_Al 

Really now...

Ohio hasn't properly reformatted their 1099-R forms yet??   Sheesh !

[mgmorin]

How do I enter the 1099-R form inormation.

[DoninGA]

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@mgmorin wrote:

How do I enter the 1099-R form inormation.

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To enter, edit or delete a form 1099-R -

• Click on Federal Taxes (Personal using Home and Business)
• Click on Wages and Income (Personal Income using Home and Business)
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

[susieliz]

I.do not have 15b box on my 1099-r form

  This is pre enting my fed file.  CN you help?

[MayaD]

If you don't have any state income tax withheld in box 14, leave boxes 14, 15 and 16 empty.

[Usmc1015]

Your asking for vdates on line 11 and 13, but my 1099r has none.

[JosephS1]

If your 1099-R has no dates listed on lines 11 and 13, just leave the entry box blank as you enter your data.  Do not enter a zero in any box.

[LZMeneses]

The State of New Jersey, Division of Pensions and Benefits issued both my wife and myself 1099-R forms for 2022 and the boxes do not match up with Turbo Tax:

there is no Box 15;

there is no Box 16; and 

there is no Box 14.

My NJ State Tax withheld is reported in Box 12; line 13 shows NJ and below that with no Box number it has as optional, Account Number 

[SteamTrain]

@LZMeneses 

NJ is apparently issuing non-standard 1099-R forms.  Someone else noted this too 

DON'T Blindly enter the $$ in box numbers.

Match the subject of each box to the Software's boxes before entering the $$ or ID numbers.

TurboTax uses the IRS approved forms and box numbering, and those must be used when filing yoru taxes.

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It's past time for NJ to get with the program and update their forms.  Call/write your NJ representatives and Senators, and complain loudly.  NJ is doing a disservice to all their retirees by foolishly maintaining outdated 1099-R reporting forms.  Get hold of your former fellow NJ retirees to do the same.

[danielkbalzer]

I'm having a similar issue with a U.S. Department of State-issued 1099-R (Foreign Affairs Retirement and Disability System), which uses the following boxes:

Box 12:  State Tax Withheld

Box 13: State/Payer's state no.

Box 14:  State Distribution

Box 15: Health Benefits

Box 16: Long Term Care

Box 17: Dental Vision

TT appears to have uploaded the correct info for State tax, number, and distribution (into TT boxes 14-16).  But how do I input the health and dental info from my 1099R?

[MarilynG1]

You can enter amounts on your 1099-R for Health, Dental or Long Term Care insurance premiums in Box 5 on your 1099-R.

To update or delete information you imported in TurboTax Online:

1. Open or continue your return.
2. From the menu, select Federal.
3. Then, select Wages & Income.
4. On the Wages and income screen, select the Edit button next to the item you would like to update or delete.

In the TurboTax CD/Download software, you can delete imported items as follows:

1. Open your return.
2. From the TurboTax File menu, select Remove Imported Data.
3. Select the item(s) you want to remove and follow the instructions.

Here's more info on how to Update or Delete Imported Data. 

@danielkbalzer 

Edited 3/13/2023 | 7:12 pm