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New Member
posted Jun 7, 2019 3:46:26 PM

What is the state withholding for my 1099r. Is this different from federal?

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1 Best answer
New Member
Jun 7, 2019 3:46:26 PM

Yes, it is different.  State withholding would be income tax payments withheld from your retirement income and paid to your state.  State withholding is reported in Box 12 of your Form 1099-R.  Please see the screenshot below.

State taxes being withheld from retirement income is not as common as Federal withholding.  So, if you don’t have it, don’t be alarmed.  Many states have at least a partial exemption for retirement income.

If you need to have state taxes withheld, contact your plan administrator.


1 Replies
New Member
Jun 7, 2019 3:46:26 PM

Yes, it is different.  State withholding would be income tax payments withheld from your retirement income and paid to your state.  State withholding is reported in Box 12 of your Form 1099-R.  Please see the screenshot below.

State taxes being withheld from retirement income is not as common as Federal withholding.  So, if you don’t have it, don’t be alarmed.  Many states have at least a partial exemption for retirement income.

If you need to have state taxes withheld, contact your plan administrator.