topic Re: 1099-R State Distribution in Retirement tax questions

1099-R State Distribution

lonos2fan2 — Fri, 28 Feb 2025 15:59:44 GMT

On my 1099-R, I have state taxes withheld but nothing in the state distribution field. Turbo Tax says that is not allowed. Do I enter the distribution amount as the withheld amount?

Re: 1099-R State Distribution

ThomasM125 — Fri, 28 Feb 2025 16:05:57 GMT

Yes, enter the distribution, it should have been on the form, you can't have taxes withheld when there is no distribution.

Re: 1099-R State Distribution

lonos2fan2 — Fri, 28 Feb 2025 16:12:46 GMT

So, just so I'm understanding you correctly, for the state distribution in box 16, I enter the gross distribution from box 1...correct? State distribution = Federal distribution.

Re: 1099-R State Distribution

DaveF1006 — Fri, 07 Mar 2025 16:02:45 GMT

Yes, that is correct.

@lonos2fan2