Box 1099-R box 16 (State Distribution) is blank but TurboTax is forcing a value. Should I put 0 or value that is in Box 2A Taxable Amount?

Forum|Forum|3 years ago
March 12, 2023
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TurboTax Deluxe Online

Best answer by MonikaK1

If there is an entry in Boxes 14 or 15 on your 1099-R, TurboTax will expect an amount in Box 16.

If Box 14 shows State Tax withheld, you can enter the amount from Box 2a.

If no state tax was withheld, you can delete the State ID number, so that Boxes 14, 15, and 16 are blank.

See this article for more information on Form 1099-R.

Critter-3

If blocks 14 & 17 on the 1099-R are blank or have zeros in them then leave boxes 14 thru 19 blank in the TT program ... don't even put zeros ...

SteamTrain

Employee

If box 14 has a real value in it...several states require a value in box 16 that is greater than box 14....that is usually box 2a, if box 2a has a real non-zero value in it.

IF box 2a is empty, or "undetermined" then it would be the Federally-taxable amount of box 1 (which is usually the same as box 1, unless after-tax contributions were made to that retirement account)

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

MonikaK1Answer

If there is an entry in Boxes 14 or 15 on your 1099-R, TurboTax will expect an amount in Box 16.

If Box 14 shows State Tax withheld, you can enter the amount from Box 2a.

If no state tax was withheld, you can delete the State ID number, so that Boxes 14, 15, and 16 are blank.

See this article for more information on Form 1099-R.

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wolfed1

Thanks, that answered my question. Interestingly enough, the same situation occurred in my 2023 return however TT2023 did not flag it as an error. This year, it was flagged.