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New Member
posted Feb 1, 2023 4:41:27 PM

Why do some of my 1099-R forms show a State distribution in Box 16 while others leave it blank?

0 2 2007
2 Replies
Expert Alumni
Feb 1, 2023 4:56:29 PM

That's a good question.  It really doesn't matter unless there is state tax withheld, in which case the state distribution should be populated.  

Level 15
Feb 1, 2023 5:07:13 PM

Yeah...I'm never quite clear on the why for that.

 

My two pension 1099-R forms from Fidelity never have the distribution box filled in, even though both have NC taxes withheld.   When I go thru the software though, TTX backfills box 16 with the same value as box 2a  (a valid Box 2a value is defined for both forms).