topic Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 State Distribution. Box 14 has the correct figure but Box 16 is blank. Thank U in Retirement tax questions

Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 State Distribution. Box 14 has the correct figure but Box 16 is blank. Thank U

rcs319 — Tue, 03 Feb 2026 09:00:56 GMT

Re: Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 St...

AnnetteB6 — Sat, 22 Feb 2025 16:53:33 GMT

Enter the amount reported in box 1 of your Form 1099-R for the state distribution amount box 16. This should clear the error condition without affecting your tax return.

Re: Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 St...

Ames_01 — Sun, 16 Mar 2025 00:58:32 GMT

I have a similar question with a small twist. The1099-R form from my state pension system has different amounts in Box 1--Gross distribution and Box 2a--Taxable amount. The taxable amount is less and reflects a small post-tax contribution that is included in the gross distribution and reported in box 5. Which amount should be reported in box 16? Should it be the gross distribution amount (including untaxed distributions) or the taxable amount? The taxable amount for state income tax purposes is the same amount as for federal income tax purposes. So, should I enter the taxable amount in box 16?

Re: Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 St...

VolvoGirl — Sun, 16 Mar 2025 01:01:10 GMT

Yes you can use the amount from box 2a.

Re: Can't e-file because on some 1099-R forms Box 14 State Tax Withheld is not equal to Box 16 St...

Ames_01 — Sun, 16 Mar 2025 02:31:44 GMT

Excellent-thank you!