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February 15, 2025
Question

what should I do if my Schwab form 1099-r does not hav e an amount in box 16

  • February 15, 2025
  • 1 reply
  • 0 views
again, my form 1099-r has no amount in box 16? what do I do?

    1 reply

    VolvoGirl
    Employee
    February 15, 2025

    If box 14 for state withholding is empty then leave all boxes 14-16 Blank.

     

    If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If 2a is blank then put the amount from box 1.