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March 11, 2020
Question

On 199R the state tax withheld is greater than state distribution, what do i do?

  • March 11, 2020
  • 2 replies
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2 replies

March 11, 2020

You should contact the issuer to ensure this information is correct. 

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macuser_22
Employee
March 11, 2020

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 (NY and one other) 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.

**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.**