Skip to main content
February 3, 2025
Question

1099R Ohio

  • February 3, 2025
  • 1 reply
  • 0 views

On box 15 and 16 how do you enter the answers. I have tried several different ways and I can not file because they tell me to fix it over and over again

    1 reply

    SteamTrain
    Employee
    February 3, 2025

    If box 14 is empty, or a zero, then try leaving boxes 14, 15, 16 entirely blank.

     

    If box 14 has a non-zero value in it, then box 15 must have "OH" in the first part of it, and a number in the second part of it  (that is, as long as you were a full year resident of OH)......and for box 16, you should copy the value of box 2a into box 16 (as long as box 2a is not blank, and not a zero or marked as being "Undetermined)........and if you made no after-tax contributions to that particular plan, you can use the box 1 value in box 16.

     

    Yes, some states require a value be placed in box 16, even if empty on the 1099-R tha you received.

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