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February 28, 2025
Question

1099-R State Distribution

  • February 28, 2025
  • 1 reply
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On my 1099-R, I have state taxes withheld but nothing in the state distribution field.  Turbo Tax says that is not allowed.  Do I enter the distribution amount as the withheld amount?

    1 reply

    February 28, 2025

    Yes, enter the distribution, it should have been on the form, you can't have taxes withheld when there is no distribution.

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    February 28, 2025

    So, just so I'm understanding you correctly, for the state distribution in box 16, I enter the gross distribution from box 1...correct?  State distribution = Federal distribution.

    DaveF1006
    March 7, 2025

    Yes, that is correct.

     

    @lonos2fan2 

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