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

wgmurphy81 · ‎February 1, 2023

DavidD66 · ‎February 1, 2023

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.

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SteamTrain · ‎February 1, 2023

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).

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