I received a form 1099-R from my pension provider. The form has different amounts listed in Boxes 1 and 2a. The form does not list an amount in Box 14. Should I enter the amount from Box 1 or 2a or none at all?
If there is no state tax withheld in box 12, then leave all boxes 12-14 blank. If there is box 12 withholding then box 13 must have the state ID and issuers tax ID number. Box 14 would be blank unless there was tax withheld for two states, then box 14 would shoe the amount of box 1or 2a that was taxable in each state. If only one state then a blank box 14 indicates that the box 1 or 2a amount applies
Thanks to all for weighing in on the 1099-R Box 14 New York State fiasco. I got hung up on this last year and had to file an amended paper return to NYS. I brought this issue up to both NYS and TurboTax. I just received my 2019 Fidelity 1099-R. Box 1-2 = $2000, Box 12 = $1980, Box 14 blank. According to NYS, Box 12 cannot be greater or equal to Box 14. Hopefully, NYS and TurboTax has resolved this. If unresolved, I will check carefully before submitting and put $2000 into Box 12 if necessary.
But really TurboTax, can't you send a representative to NYS and fix your software to so that Boxes 12 and 14 play nicely together?