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New Member
posted Apr 18, 2022 2:10:14 PM

Turbo Tax is requiring an amount from box 16 on my Ohio Public Emp Ret Sys 1099-R. My 1099-R does not have a box 16. What do I put in the box?

The program will not allow me to continue without a value.  The box is labeled "State distribution".

0 4 4847
4 Replies
Expert Alumni
Apr 18, 2022 2:39:47 PM

Your 1099-R should have a Box 16 - are you sure you have a 1099-R.    It is usually the amount in box 1 of your 1099-R or it may be $0 if you reside in a state with no income tax.    If it is blank, leave it blank.  

 

New Member
Mar 21, 2024 8:06:49 AM

But if you leave it blank it it high lighted and says there must be a amout in box 16

Expert Alumni
Mar 21, 2024 8:09:06 AM

Put the amount from box 1 in box 16.

Level 15
Mar 21, 2024 9:43:28 AM

@snowbug727 

 

Yeah, it annoys many folks that a 1099-R is only rarely filled in on a 1099-R form that you receive form the provider....that is very common.  I've been receiving 3 different 1099-R forms for many years, and box 16 is never filled in on the forms I receive.

 

I am somewhat uncertain why, but I think they don't because some states may use the box 1 amount as the state distribution, and some states may use the box 2a value as the state distribution.

 

For instance, on one of my 1099-R forms, my box 2a value is a couple hundred lower than box 1, due to some after-tax contributions to my traditional 401k.   For my state (NC) I must use the box 2a value as the NC state distribution to be entered into box 16.