topic Re: 1099-R Box 16a in Retirement tax questions

1099-R Box 16a

JimDBasinger1 — Wed, 11 Feb 2026 09:23:34 GMT

The Turbo Tax program will not let me E-file my return because Form 1099-R Box 16a is blank. However, on my OPM form 1009-R, there is no box 16 or 16a.

Is this an error in the software? What do I need to do to be able to file my return.

Re: 1099-R Box 16a

MarilynG1 — Tue, 02 Apr 2024 17:08:21 GMT

If your form is a CSF-1099-R or a CSA-1099-R, indicate that at the beginning of the 1099-R section, since these entry screens are a bit different than a regular 1099-R.

However, Box 16 for State Distribution is normally the same amount as the Box 1 Distribution amount.

Here's instructions for How to Enter a CSA-1099-R.

Re: 1099-R Box 16a

1924peter — Tue, 02 Apr 2024 18:24:00 GMT

Hi, I received a 1099 R from Schwab. My box 16 (both lines) are blank. Turbo tax wont let me file electronically. should i just put in the same amount in from box 1 for box 16 so i can e file? I am in Ohio.

Re: 1099-R Box 16a

PaulaM — Tue, 02 Apr 2024 18:29:26 GMT

Yes, entering the same about from box 1 in box 16 should allow you to efile. @1924peter

Re: 1099-R Box 16a

tvinci1 — Sat, 13 Apr 2024 17:57:57 GMT

My box 2a taxable amount is less than box 2 amount. Should I enter Box 2a amount?

Re: 1099-R Box 16a

JimDBasinger1 — Mon, 15 Apr 2024 13:36:07 GMT

Sorry that this maybe too late since today is April 15.

My understanding is to input in Box 16a the amount that is in Box 2.

Re: 1099-R Box 16a

tvinci1 — Mon, 15 Apr 2024 14:40:44 GMT

I called into TT regarding my Oh retirement 1099R and apparently this is a very hot issue for them. After trying to enter $0, none, leaving it blank, TT analyst researched and instructed me to enter the amount in box1. It went thru.
I’m not thrilled about making an entry that is not on the issued form, but I’m trusting TT to stand by their fix in order to e file.
2 yrs in a row now I have had an efile issue due to TT software issue. May be time to go another direction next year.