What's the best fix for an Ohio 1099-R box 16 with no value.? Can I use the value from Line 1 or 2A?

Forum|Forum|2 years ago
March 25, 2024
1 reply
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Box 14 and 15 do have numbers.

TurboTax Deluxe Online

MinhT1

If the payer has omitted to fill Box 16 of your form 1099-R, you can use the amount in box 2a for box 16.

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buckeyeandbluegrass

Hello, My prior 14 years of 1099-R’s are the same as my current (2024) 1099-R with Box 14 showing the State Withholding figure and Box 16 still blank. This has never been problematic in TT before now. This year, much the same as the original poster, TT isn’t allowing me to enter that data that way.

Of note, I reviewed my TT documents from my prior TT filings (I always save/print the full copies that are offered after filing) and I can see that in all of them the Schedule of Ohio Withholding shows no Box 16 at all, and the 1099-R’s documentation all show $0.00 as the amount in Box 16 (not the figure from Box 2a that you mention.) Also, if I open the prior TT programs and navigate to where the 1099-R is input, they still allow me to fill Box 14 and leave Box 16 blank, and while there if I switch to Forms View, I see the same.

I’m not comfortable putting figures from a different Box into Box 16, especially as this blank Box has apparently always been interpreted by TT as zero in the past, and also TT states in big bold letters right at the beginning of the section to enter the figures exactly as reported on the 1099-R. I have been researching this for days and I am getting no where with how to handle this. Any further thoughts would be greatly appreciated.

AmyC

Employee

Your resident state taxes all income so it doesn't matter if the box is blank. However, the program needed to change so now you should enter your taxable state income in the box that has always been blank.

Yes, the program says to enter it the same because you would be shocked at what people will put otherwise. However, since this is a blank we can no longer have, you will need to be the exception to the rule and fill in the taxable state income. Which should be the same as the federal taxable income, box 2a.

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