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Not applicable
posted Feb 15, 2021 9:46:41 AM

Box 16

There is no Box 16 on 2 1099Rs that I have received and two additional 1099Rs (from the same provider) have no amounts in box 16.

1 7 11405
1 Best answer
Expert Alumni
Feb 15, 2021 10:11:04 AM

Box 16 is the state amount of the distribution.  In most cases it is the same as Box 1 - gross distribution.   If there is an entry in Boxes 14 or 15 on your 1099-R, TurboTax will expect an amount in Box 16.

 

Enter the following in Box 16:

  • If Box 14 shows State Tax withheld, enter the amount in Box 1 (gross distribution);
  • If Box 14 is blank or zero no state tax was withheld leave Boxes 14, 15 and 16 blank.

7 Replies
Level 10
Feb 15, 2021 9:59:34 AM

On my 1099-r's I have some that have an entry and some that are blank in Box 16, On the ones that have an entry it is the same as Box 2a. 

Expert Alumni
Feb 15, 2021 10:11:04 AM

Box 16 is the state amount of the distribution.  In most cases it is the same as Box 1 - gross distribution.   If there is an entry in Boxes 14 or 15 on your 1099-R, TurboTax will expect an amount in Box 16.

 

Enter the following in Box 16:

  • If Box 14 shows State Tax withheld, enter the amount in Box 1 (gross distribution);
  • If Box 14 is blank or zero no state tax was withheld leave Boxes 14, 15 and 16 blank.

Not applicable
Feb 18, 2021 9:37:05 AM

Thank you.

Returning Member
Jan 18, 2022 6:41:40 PM

Hello

 

When box 16 is empty, should I use amount shown in box 1 or 2A?

 

Thanks.

 

Arun

Expert Alumni
Jan 18, 2022 6:50:00 PM

Box 2a is the taxable amount that would be part of your state income.

@asanghvi

Returning Member
Mar 31, 2022 9:05:43 AM

When entering my states tax withheld, I get a message that :

"State income withheld must be smaller than your state distribution." What does that mean? I do not have a state distribution on my 1099R.

Expert Alumni
Mar 31, 2022 9:33:34 AM

You should enter the full amount as the state distribution in box 16 when entering your Form 1099-R since you do have state withholding.  Use the federal taxable amount for your state distribution amount.  Sometimes the payers do not enter the amount on the form.