Why is Box 16 blank on my 1099-R?

State distribution box is blank on 1099-R, line 14. @Tpaoli70 1099-R box 14 is state tax withheld. Box 15 is the state and ID. Box 16 is the distribution amount.

What does state distribution mean on a 1099-R?

The state distribution amount is the same as box 2a on the 1099-R form. IF box 2a is blank, or unknown, then it is the eventual Federally taxable amount that belongs in box 2a.

What does state distribution amount mean?

The “state distribution” is the amount of the 1099-R distribution that is reported to a state (or states) as income; that state could be the one you live in or it could be the state where you worked and “earned” the distribution (e.g. pension)..

Is the state distribution box blank on 1099-R?

The 1099-R instructions say: “In boxes 14, you may enter the amount of the state or local distribution.” “Entering” a distribution is not a blank box. NY is reading the instructions to require an entry. Boxes 12–17.

Is there a box 12A on the 1099-R?

There is NO box 12a on the 1099-R but Box 14 labelled state tax withheld, which TT has highlighted, is greater than empty Box 15 titled State distribution. Additionally, the amount highlighted in Box 14 IS less than box 1 Gross distribution.

How to complete each Federal Form 1099-R statement?

Form 1099-R you (and if filing jointly, your spouse), or an estate or trust received that shows New York State, New York City, or Yonkers withholding. Enter only the information requested on Form IT-1099-R. Complete additional Form(s) IT-1099-R if necessary. How to complete each 1099-R Record Each box in the 1099-R Record section corresponds to a

Where to find state number on 1099-R?

The state number is the payer’s identification number assigned by the individual state. In box 16, enter the name of the locality. In boxes 14 and 17, you may enter the amount of the state or local distribution. **Disclaimer: This post is for discussion purposes only and is NOT tax advice.