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barathvasu
Level 3
April 13, 2023
Question

1099-R having state distribution

  • April 13, 2023
  • 1 reply
  • 13 views

I am from Texas and I have my traditional IRA account from TD Ameritrade which is in Omaha as per the TIN information provided in my 1099-R form. I did a traditional IRA to Roth conversion (converted my non taxed money which I had in traditional IRA to Roth IRA), in 1099-R form Box #16 State Distribution has amount against it. 

 

Question: Having amount in box 16 for state distribution is correct? I am from Texas, want to make sure I am not paying extra taxes

 

P.S. I did a backdoor roth conversion it doesn't have box 16 with any value.

    1 reply

    DawnC
    DawnC
    Level 15
    April 13, 2023

    Is there any withholding in Box 14?   Anything in 15?    It is probably referring to TX which doesn't have a state income tax, so TurboTax will ignore it if your residence is TX.  

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    B
    barathvasuAuthor
    Level 3
    April 14, 2023

    Thanks for your response. Both 14 and 15 are empty. Does that mean turbo tax of 1099-R didn't account state tax?

    DawnC
    DawnC
    Level 15
    April 14, 2023

    Correct.  No state taxes were withheld.   

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
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