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Level 1
Apr 14, 2025 12:09 PM UTC
Question

Ohio, again

I took a $15,000 withdrawal from an inherited IRA and as part of the transaction has the brokerage set aside $750 for state taxes in Ohio. This figure is correctly displayed in Box 14 of the 1099-R.  Box 16 was left blank by the brokerage, which I understand might also be correct for Ohio.  However, because of the value in Box 14, TurboTax is not accepting the blank, even though there is $15,000 in Box 2a.

 

The problem seems to resolve itself when I add $15,000 to Box 16, but since this is not required by Ohio, I am concerned about trigger some kind of error in the Ohio taxes.

2 replies

Alumni - Intuit
Apr 14, 2025 12:15 PM UTC

You did correctly.

 

TurboTax will flag an error if box 16 is smaller than box 14. You can safely fill box 16 with the amount in box 2a.

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Hal_Al
Level 15
Level 15
Apr 14, 2025 12:18 PM UTC

 Add $15,000 to Box 16, at the W-2 screen.  The brokerage did the wrong thing by not putting the $15K in box 16 to start with.