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April 2, 2024
Question

1099-R Box 16a

  • April 2, 2024
  • 1 reply
  • 0 views

The Turbo Tax program will not let me E-file  my return because Form 1099-R Box 16a is blank.  However, on my OPM  form 1009-R, there is no box 16 or 16a.

 

Is this an error in the software?  What do I need to do to be able to file my return.

    1 reply

    April 2, 2024

    If your form is a CSF-1099-R or a CSA-1099-R,  indicate that at the beginning of the 1099-R section, since these entry screens are a bit different than a regular 1099-R.

     

    However, Box 16 for State Distribution is normally the same amount as the Box 1 Distribution amount.  

     

    Here's instructions for How to Enter a CSA-1099-R.

    April 2, 2024

    Hi, I received a 1099 R from Schwab.  My box 16 (both lines) are blank. Turbo tax wont let me file electronically. should i just put in the same amount in from box 1 for box 16 so i can e file?  I am in Ohio.

    Employee
    April 2, 2024

    Yes, entering the same about from box 1 in box 16 should allow you to efile. @1924peter 

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