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Level 2
posted Mar 15, 2022 8:32:56 AM

State tax on pension

I have state tax withheld from a pension, however, TurboTax did not ask that and so it seems it was not taken into account on my state tax form.  how do i report that?

 

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1 Replies
Level 15
Mar 15, 2022 8:39:34 AM

When entering the Form 1099-R there wax a box 14 to enter the State income taxes withheld, box 15 for the State Payers ID number and box 16 for State distribution.

Go back to the Form 1099-R and edit the form to enter the state information

 

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R