topic Ohio, again in State tax filing

Ohio, again

RickinOH — Mon, 14 Apr 2025 12:09:33 GMT

I took a $15,000 withdrawal from an inherited IRA and as part of the transaction has the brokerage set aside $750 for state taxes in Ohio. This figure is correctly displayed in Box 14 of the 1099-R. Box 16 was left blank by the brokerage, which I understand might also be correct for Ohio. However, because of the value in Box 14, TurboTax is not accepting the blank, even though there is $15,000 in Box 2a.

The problem seems to resolve itself when I add $15,000 to Box 16, but since this is not required by Ohio, I am concerned about trigger some kind of error in the Ohio taxes.

Re: Ohio, again

MinhT1 — Mon, 14 Apr 2025 12:15:14 GMT

You did correctly.

TurboTax will flag an error if box 16 is smaller than box 14. You can safely fill box 16 with the amount in box 2a.

Re: Ohio, again

Hal_Al — Mon, 14 Apr 2025 12:18:25 GMT

Add $15,000 to Box 16, at the W-2 screen. The brokerage did the wrong thing by not putting the $15K in box 16 to start with.