1099-R State tax withholding

[Zelesny]

My IRA distribution had NJ State tax withheld but NJ does not tax retirement.  Turbo Tax only has place to enter the Gross Distribution amount but not the withheld.  Do I lose that amount?

[fanfare]

if your screen does not conform with the 1099-r, you are entering it in the wrong place.

@Zelesny 

[LindaS5247]

Find your Form 1099-R in TurboTax by entering 1099-R in the search bar or go back to your Income Summary under your Federal Income Tax Return and it will be under Retirement Plan Income.

If there is no Form 1099-R there, you may have been entering it in the wrong place.  

You should be able to enter your NJ state withholding on your Form 1099-R in TurboTax which will flow to your NJ state tax return and be refunded to you through your state tax return.

You'll enter it on the 1099-R screen by clicking:

•  Federal Taxes, then Wages & Income
• Scroll down to Retirement Plans and Social Security IRA
•  401(k), Pension Plan Withdrawals (1099-R)
• Follow the prompts
• You'll come to the screen where TurboTax asks you to enter the 1099-R information, and you'll see boxes 12-14 near the bottom
• This is where you'll enter the state information from the 1099-R, and box 12 specifically is for "State Tax Withheld."

Click here for information regarding entering your Form 1099-R in Turbo Tax.