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Level 2
Feb 22, 2020 7:09 AM UTC
Solved

1099-R info entry

I am entering income info from 1099-R. This was an IRA withdrawal. The1099-R that I received does not have " State/Payer's state no." Since no state tax  was taken out, is this no. still needed when I complete the the Turbo Tax form?

    SteamTrain
    Level 15
    Feb 22, 2020 11:02 AM UTC

    Its only needed if $$ were withheld in box 12.

     

    But, some states require that the two-letter state be entered in the first part of 13  (you know, NY, MA, IA...etc),..and then the Federally taxable amount of box 1 will end up in box 14

     

    ............but if box 12 is empty, and you live in a state without an income tax, then boxes 12, 13, 14 should be left entirely blank

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

    2 replies

    SteamTrain
    Level 15
    Feb 22, 2020 11:02 AM UTC

    Its only needed if $$ were withheld in box 12.

     

    But, some states require that the two-letter state be entered in the first part of 13  (you know, NY, MA, IA...etc),..and then the Federally taxable amount of box 1 will end up in box 14

     

    ............but if box 12 is empty, and you live in a state without an income tax, then boxes 12, 13, 14 should be left entirely blank

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    bak1209Author
    Level 2
    Feb 22, 2020 3:42 PM UTC

    Thank you Steam train