topic 1099R in Retirement tax questions

1099R

Mahv — Mon, 20 Mar 2023 18:35:08 GMT

Using Turbo Tax home & business. Entering 1099R in personal income section. Turbo is telling me that box 13 needs to have a 14 character Payer State ID Number. On my 1099R box 13 asks for a date of payment, and not a state payer ID number which is actually asked for in box 15. Either way there is no number there and I have never been asked for one before. I have no state taxes withheld on my 1099R anyway. Not sure what to do.

I am sure if I had a number and entered it in box 13, and I went to file my taxes something would pop up and tell me my number is in the wrong box. I think you might need to do an update to fix issue. What do I know? anyway thanks for your help.

Re: 1099R

DoninGA — Mon, 20 Mar 2023 18:44:17 GMT

If there were no state income taxes withheld then leave those boxes blank (empty) when entering the Form 1099-R in TurboTax. On a standard IRS Form 1099-R those would be boxes 14, 15 and 16.

Box 13 Date of Payment has nothing to do with state taxes. It is a payment date when payment was made for reportable death benefits under section 6050Y

Re: 1099R

DoninGA — Mon, 20 Mar 2023 18:45:05 GMT

Edit answer to "no state income taxes withheld"

Re: 1099R

SteamTrain — Mon, 20 Mar 2023 20:29:43 GMT

Are you sure you are using the 2022 software?

For a 1099-R, I see that the state ID number was in box 13 back in the 2019 software.

2022 (Desktop Premier) has it in box 15, and if I take it out, the error check shows it in box 15 too.

(true...Doesn't mean the error check on H&B isn't mis-numbering the error check, guess it's possible)

1099-R forms for 2020 was the first year box 15 was used for the state ID Number.

Re: 1099R

Mahv — Tue, 21 Mar 2023 17:54:09 GMT

Definitely using 2022 software.

Re: 1099R

SteamTrain — Tue, 21 Mar 2023 18:30:21 GMT

well....did you get it to go thru?

if you didn't have any state taxes withheld....did you try leaving boxes 14,15,16 entirely empty on that 1099-R?

( 14 digits sounds like a NM thing...wondering if the error notice was after the NM section error check...almost certainly it is just a text error in the notice though)

Re: 1099R

Mahv — Thu, 23 Mar 2023 22:13:50 GMT

I started over, and box asking for number popped up again. I skipped box and just finished my taxes. When I did reviews of return after, turbo said no problem with returns, so I filed my taxes. Hope all is well.