Box 16 - 1099-R

Forum|Forum|1 year ago
February 2, 2025
4 replies
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TurboTax won't allow my entry from my 1099-R form from Box 16 (State Distribution). My 1099-R (Box 16) is blank and Turbo Tax won't allow that and won't let me continue...what do I need to do to remedy this situation?

AnnetteB6

The situation you described is something that is being worked on. Take a look at the following TurboTax help article for an opportunity to register your email address to receive updates.

Why am I unable to enter my state distributions in my 1099-R?

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debmbailey

My 1099R form has box 16 blank for state distribution (Ohio) and Turbo Tax says it can’t be left blank or less than state tax withheld on their form. What should I do?

VolvoGirl

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.

VolvoGirl

I don't know what problem that help article is addressing but it does not sound like your situation when box 16 is blank. If box 16 is blank you need to enter the amount from box 1. Unless box 14 is also empty or blank. If box 14 is blank then leave boxes 14, 15 & 16 all Blank.

catman85

This is the first year that I had this issue, my line 16 was blank but 14 and 15 was filed, I inserted what was on line 1 into line 16 and TT liked it, no errors.....I believe not all 1099Rs are filling box 16.....

buckeyeandbluegrass

My 1099-R Box 16 is blank, although Boxes 1, 2a, 2b, 4, 7, 14, 15 are filled. This is the identical scenario I have had for several years running, using TT for all without problem. This year though, TT will not let me proceed past the blank Box 16. I am in Ohio (in case that matters.)

BrittanyS

Box 16 on the 1099-R is for state distributions. Many states require box 16 to be completed. If box 16 is blank you will enter the amount from box 2a. Box 2a is the taxable amount of the gross distribution. If box 2a is blank, and you haven't made after-tax contributions to the account, you can use the amount in box 1.

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buckeyeandbluegrass

Thank you for the suggestion to populate box 16 with information from box 1 or 2a, but I am not comfortable with this, especially as in past years I have never had to do so. In the past, I simply poulated the boxes in TT just as indicated on 1099-R, including leaving box 16 blank. This makes me think that either TT is not handling this situation correctly this year, or State of Ohio has changed their requirements. In the first scenario, TT would need to make a correction in the software, and in the second scenario I would have to request a corrected 1099-R. Any further thoughts?