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March 24, 2025
Question

Form 1099-R box 14 State tax withheld is less than gross distribution.

  • March 24, 2025
  • 2 replies
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2 replies

DoninGA
March 24, 2025

If you have state taxes withheld in box 14 of your Form 1099-R then enter the amount from box1 in box16 if your box 16 has a 0 entered.

March 24, 2025

The payer has omitted to fill box 16 of your form 1099-R.

 

You can fill it with the amount in box 2a. If box 2a is blank or 0, then fill box 16 with the amount in box 1.

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