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Level 2
posted Jan 31, 2026 9:23:25 AM

TurboTax Import 1099-R: Bug report

Import Vanguard 1099-R, all boxes and information correct except Box 16 on the import is blank even though Box 16 has a value in it on the actual form. I have entered the number on the PDF into the imported data and selected my state of residence.  

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1 Replies
Level 15
Jan 31, 2026 9:54:49 AM

@winterescape 

 

That can go either way......many valid 1099-R forms are generated and sent by various providers, with box 16 empty, even if $$ are in box 14 & a state in box 15.   I have 3 paper 1099-R forms this year from 2 different providers.  None of them have $$ in box 16, even though box 14 and 15 have entries.

_______

Why your import and paper copies from Vanguard differ from each other...is a puzzle though.

The tax "import" files have to be specially-formatted and perhaps the computer program that does that at vanguard has skipped box 16 for some reason.