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.

Stae Distributions on 1099-R

I have no box 16 on my 1099-R from OPM, but Turbotax demands an entry.

In addition, I moved mid-year, so I have two box 14s and two box 15s (one of each state).

I think Turbotax wants me to pretend I have 2 box 16s. although it's not clear where to enter, nor what the entries should be. Do I apportion box 1 or 2a for each state??? Where do I enter it?

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.

1 Reply
KrisD15
Employee Tax Expert

Stae Distributions on 1099-R

If you moved, allocate the correct portion of the total to each state.

In other words, if you have 25,000 in Box 1

Lived 6 months in Illinois, and 6 months in Michigan, enter 12,500 for Illinois Box 16 and 12,500 for Michigan Box 16. 

 

You are correct that a CSA 1099R has no box 16, so it would be up to you to allocate the correct amount of the total to each state. 

 

Divide the total by 12 and then multiply that by the months in each state. 

Example: Total in Box 1 is 24,000

Divided by 12 is 2,000 per month

lived in Ohio 4 months equals 2,000 X 4 = 8,000

lived in Minnesota 8 months equals 2,000 X 8 = 16,000 

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

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