State distribution box is blank on 1099-R, line 14. state withholding shows an amount in Box 12. should I enter the gross distribution from box 1? Box 2a is empty?

[Irene2805]

In both the online and download versions TurboTax shows Box 12 as "FATCA filing requirement box is checked" and Box 14 as "State Tax Withheld."

If you are using the TurboTax download version, please make sure your program is up-to-date.  To get updates please follow these steps:

1. Click the Online button in the black toolbar at the top of your screen. 
2. Click Check for Updates.

[Tpaoli70]

2-16-21  Just spoke to fidelity they said there must be a problem with turbo tax and ny state .   Common error coming up on there software .   box 16 doesnt need to be filled in that is a state distribution box.  

1099r was different in 2019  and you can see it has changed for 2021 ... Is turbo tax using the 2021 because it does not match up for 2020.   boxes are not the same ...  

Fidelity said they have had no problems with anything ... 

[Tpaoli70]

BOX 14  on my 1099r is how much you paid in state taxes  and your not going to leave that blank . or you will short your return ..

Is Turbo tax software matching up with appropriate 2020 form ???? are they using 2021 form by mistake ..?  because 

2021 1099 r is way different  and has boxes up to 19 ... 2020 only has 16

[Tpaoli70]

Didn't Downlowed progam , I am signed into account ... and there isnt anything to say update , 

[AmyC]

@Tpaoli70 1099-R box 14 is state tax withheld. Box 15 is the state and ID. Box 16 is the distribution amount. If you are a full year resident, you can use your box 2a amount in box 16.

Are you saying you are online and don't see the state boxes for 14-16 in the program? Maybe you have stuck information, try:

1. Delete the form 1099-R:
   1. Open or continue your return in TurboTax.
   2. In the left menu, select Tax Tools
   3. then select  Tools.
   4. In the pop-up window named Tool Center,
   5. choose Delete a form.
   6. Select Delete next to the form/schedule/worksheet in the list and follow the instructions.
   7. Log out of your return
   8. Try one or more of the following:
      • Don't use Internet Explorer.
      • Clear cookies and cache, instructions on the links.
      • Internet Explorer
      • Mozilla Firefox
      • Google Chrome
      • Safari
      • Safari for iOS (mobile devices)
      • Sign in using a different browser.
      • Sign in using a different device.
   9. Log back into your return.
   10. Enter the form again.

[Tpaoli70]

I can try this but it seems weird to me that what you are saying is making total sense and matches what my 1099r says .... I have been on phone with turbo people all day and they even did online help with share screen and you would think they would no what to do . They wanted me to just throw a number in box 16 ..  and fidelity said no way

[Tpaoli70]

I'm Done .... didnt work and ...just spent 40 minutes on hold only to be disconnected ,  not spending any more time going to delete all my forms and go to hr block .... and then I will dispute what I paid to turbo tax because they shouldnt of charged me until my taxes were ok ...to file ............very mad never again

[AmyC]

@Tpaoli70 Depending on your state, box 16 could be left blank. Many states take the federal AGI and go from there. If you are in one of those states, box 16 does not have any real value. But, it is the same taxable amount as 2a. Once it gets to the state return, there may be subtractions or credits for your total income. It does not hurt to fill in box 16 with the 2a amount.

[dbis]

Hello, I've used Turbotax to do my Mom's taxes for years. It's usually very simple, just Social security and a US gov pension 1099-R. This year Turbotax is telling me the state tax withheld is in box 14 but on her 1099-R it's in box 12. Box 13 is state ID #. No boxes after that. The program is asking me to confirm that the state withholding is in box 14. What should I do? Just confirm it? This is kind of silly; her taxes usually only takes a few minutes.

Thank you.

[MarilynG1]

@dbis The Form 1099-R has been updated, but not all institutions are using the updated form.

Just match the info on your 1099-R to the box descriptions in TurboTax and you should be fine.

Make sure you are entering in the correct area for your 1099-R.

Click this link for more info on 1099-R Info does not Match TurboTax Input. 

[dbis]

Thank you.

[SteamTrain]

@dbis   Clarify what exact form type you are entering for her.....a US Got pension is usually on a CSA- or CSF-1099-R, not on a standard/plain 1099-R.

IF it is a CSA- or CSF-1099-R, and you are seeing state withholding as box 14 in the software...then you are entering it in the wrong form-type.  A CSA-1099-R still uses boxes 12,13,14...but you MUST select the proper form type when you start thru the 1099-R entry section.....so delete that 1099-R and start thru it again.

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[megalosaurus]

I got tripped up on this with NY withholding (Box 14) on the 1099R, but no State Distribution in Box 16 - presumably because pensions are not taxable in NY. I could have filled in something in Box 16 but that might make the pension income taxable. I had no choice but to mail in a return - the first page of which warned that I must NOT mail in a return. IMHO Fidelity should have refused to let me specify additional withholding if that is not permitted. And if NY can figure out how to handle it on a printed return, why can't e-file handle it? Fidelity told me that thousands of retirees specify withholding amounts for their pensions in NY. There must be a lot of angry retirees in NY who find out at the last minute that they have to file a printed return. If NYS and Fidelity are just being obstinate, I wish Intuit would use their influence to push through a solution just as good customer relations.

[SteamTrain]

@megalosaurus 

Well, if you had provided details in this public forum.....before now, someone could have instructed you to put a certain value in box 16.....(We've been arguing about whether it is box 1 or box 2a.....but may not be critical, one experienced NY-user of he software says it is box 1 ).

99% of all issued 1099-R forms do not have a value in box 16...no matter who provides it.

.................what make the $$ in box 16 not taxable in NY...IF from a valid NY-exempt public pension type....is the answer you make to the follow-up page......similar to what is shown in the picture below.

IF you haven't actually mailed it in yet, you can still fix it and e-file it...once fixed:

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