topic Re: Box 16 in Get your taxes done using TurboTax

Box 16

Anonymous — Mon, 15 Feb 2021 17:46:41 GMT

There is no Box 16 on 2 1099Rs that I have received and two additional 1099Rs (from the same provider) have no amounts in box 16.

Re: Box 16

robtm — Mon, 15 Feb 2021 17:59:34 GMT

On my 1099-r's I have some that have an entry and some that are blank in Box 16, On the ones that have an entry it is the same as Box 2a.

Re: Box 16

Irene2805 — Mon, 15 Feb 2021 18:11:04 GMT

Box 16 is the state amount of the distribution. In most cases it is the same as Box 1 - gross distribution. If there is an entry in Boxes 14 or 15 on your 1099-R, TurboTax will expect an amount in Box 16.

Enter the following in Box 16:

If Box 14 shows State Tax withheld, enter the amount in Box 1 (gross distribution);
If Box 14 is blank or zero no state tax was withheld leave Boxes 14, 15 and 16 blank.

Re: Box 16

Anonymous — Thu, 18 Feb 2021 17:37:05 GMT

Thank you.

Re: Box 16 -1099R

asanghvi — Wed, 19 Jan 2022 02:41:40 GMT

Hello

When box 16 is empty, should I use amount shown in box 1 or 2A?

Thanks.

Arun

Re: Box 16 -1099R

AmyC — Wed, 19 Jan 2022 02:50:00 GMT

Box 2a is the taxable amount that would be part of your state income.

@asanghvi

Re: Box 14 -1099R

Gloria16 — Thu, 31 Mar 2022 16:05:43 GMT

When entering my states tax withheld, I get a message that :

"State income withheld must be smaller than your state distribution." What does that mean? I do not have a state distribution on my 1099R.

Re: Box 14 -1099R

DianeW777 — Thu, 31 Mar 2022 16:33:34 GMT

You should enter the full amount as the state distribution in box 16 when entering your Form 1099-R since you do have state withholding. Use the federal taxable amount for your state distribution amount. Sometimes the payers do not enter the amount on the form.

Re: Box 16 1099R

bflask83 — Tue, 17 Mar 2026 21:00:49 GMT

I'm checking to see if my situation is a little unique:

My 1099R is for military retired pay (not normally taxed in my state, Ohio) I do have some state tax withheld at my request because of how much state tax that I normally have to pay because of other income sources.

My 1099R does not have a designated box 16 but does show $0 in a blank box beneath box 14. Could that be the correct Block 16 that the agency (DFAS) uses?

Do I put $0 for Box 16 because OH does not normally tax military retired pay or do I put the Taxable Amount number?

Re: Box 16 1099R

MaxA1 — Wed, 18 Mar 2026 00:21:50 GMT

Enter $0 in box 16.

@bflask83