Question

Why do some of my 1099-R forms show a State distribution in Box 16 while others leave it blank?

Forum|Forum|3 years ago
February 2, 2023
2 replies
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TurboTax Premier Online

That's a good question. It really doesn't matter unless there is state tax withheld, in which case the state distribution should be populated.

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SteamTrain

Employee

Yeah...I'm never quite clear on the why for that.

My two pension 1099-R forms from Fidelity never have the distribution box filled in, even though both have NC taxes withheld. When I go thru the software though, TTX backfills box 16 with the same value as box 2a (a valid Box 2a value is defined for both forms).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*