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Level 3
posted Apr 12, 2023 8:08:21 PM

1099-R having state distribution

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.

0 3 582
3 Replies
Expert Alumni
Apr 12, 2023 8:18:58 PM

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.  

Level 3
Apr 13, 2023 7:44:54 PM

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

Expert Alumni
Apr 13, 2023 7:53:09 PM

Correct.  No state taxes were withheld.