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Question

1099-R state distribution on back of form different from box 16

Forum|Forum|2 years ago
March 18, 2024
1 reply
0 views

We have a 1099-R for a Roth Distribution. Box 16 "State Distribution" shows the same number as the Gross Distribution amount. However, n back of form is a line statement with Gross Distribution - Employee Contribution and then further over State Distribution (and, a number different from what is in Box 16 - - that State Distribution number is the Delta between Gross Distribution and Employee Contributions. Which number do I use in Turbotax for the "State Distribution?

Use the amount listed on the your 1099-R in box 16. Do not use any numbers from the details, just what it on the form.

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