1099-R box 16

Forum|Forum|1 year ago
February 24, 2025
1 reply
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1099-R - I don’t have a box 16 so I left it blank.

TurboTax is telling me basically I must enter the same number as Box 14.

when I do this my tax return shows I OWE THAT MONEY, instead of getting a return of THAT MONEY-

huge difference- we’ve never had this come up-????

ThomasM125

You shouldn't enter the amount in box 14 (state taxes withheld) in box 16 (state distribution) as they are totally different. You can enter the amount from box 1 in box 16 if you are having trouble getting your e-filed return to be accepted. They both represent the gross distribution from your pension plan and the state distribution amount is automatically transferred from the box 1 entry by TurboTax anyways.

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