On form 1099-R, what is my state distribution amount? my 1099R is from a u.s. government pension not an IRA

Forum|Forum|7 years ago
June 6, 2019
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Best answer by SteamTrain

The state distribution amount is the same as box 2a on the 1099-R form

IF box 2a is blank, or unknown, then it is the eventual Federally taxable amount that belongs in box 2a.

IF you made no after tax contributions to that Govt pension, then all of box 1 belongs in box 2a, and all of box 1 belongs in the state distribution line.

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SteamTrainAnswer

Level 15

The state distribution amount is the same as box 2a on the 1099-R form

IF box 2a is blank, or unknown, then it is the eventual Federally taxable amount that belongs in box 2a.

IF you made no after tax contributions to that Govt pension, then all of box 1 belongs in box 2a, and all of box 1 belongs in the state distribution line.

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