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E
ERICKASBI
April 4, 2025
Question

Is anyone having issues with a 1099-R issued from the Defense Finance and Accounting Service US Military Retired?

  • April 4, 2025
  • 2 replies
  • 0 views
Particularly box 16 causing issues?

2 replies

N
NCPERSON1
April 4, 2025

what is the issue? if there is nothing there, and your state has income tax, best to just enter the same as box 2a. 

M
mglauner
April 4, 2025

On your 1099-R, if any State Tax was withheld in Box 14, there needs to be an amount in Box 16 (normally the same amount as Box 1 or Box 2a).

 

If no state tax was withheld, you can leave Boxes 14-16 blank in TurboTax.  The Box 1 or 2a amount will transfer to your state return, and, depending on your state, may be non-taxable, partly taxable or fully taxable.

 

Here's a link to state Dept. of Revenue sites.

 

@ERICKASBI 

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