If a 1099R has an amount for Illinois (box 13 = IL), state tax withheld (box 12), the amount must be less than the amount for state distribution (box 14).. Help please.

Forum|Forum|7 years ago
June 6, 2019
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I got the above message when I submitted my IL return. However the amount that was carried over was the one from line 11a on my Federal return. On one 1099 it shows zero in box 12 and the same amount in box 14 that is in Box 1 and 2. On my other 1099 boxes 12 - 14 are all blank. I'm not sure what amount if any I can enter in my IL return, as noted above Turbo Tax carried over the full amounts from both.

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macuser_22

Employee

Box 14 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 12 & 13 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 14 is just left blank.

But recently, there are at least two states that will reject 1099-R's with a state tax and a blank box 14 so it is okay to enter the box 1 amount into box 14 to satisfy the states requirement.

However, if box 12 is blank (or zero) then there is not state tax withheld so ALL boxes 12-14 must be blank (empty) - not zero.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

M

mrosenberg100Author

Employee

Thank you, however I'm still confused on what I can enter in IL return. As noted above one has zero's in box 12 but an amount in box 14. The other has blanks no values in 12 and 14, so is any of the amount on either of the 1099's usable in my IL return?