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January 28, 2020
Question

When filing the state portion, for pulling an early retirement. Do I put the whole amount I pulled in the annuity section or is there a field that would state the amount I should put in the box?

  • January 28, 2020
  • 1 reply
  • 0 views
I do not show any state tax being withheld only federal.

1 reply

DMarkM1
January 28, 2020

When entering your 1099-R information, enter exactly as indicated on the form you received.  When the state question comes up, the distribution amount should be the same as gross distribution in box 1 of the form 1099-R.  

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