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Thread: 1099-R State distribution

  1. #1

    Default 1099-R State distribution

    My wife recently retired from Federal Gov and I using H&R block software to do our taxes. The problem is that it wont let me electronically file the state taxes (MD) because we are missing State distribution in box 16. However, there is no box 16 in her 1099-R. What should I put in this box?


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  3. #2

    Default Re: 1099-R State distribution

    I found this on the Turbo Tax site, but it may help...

    Tom
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  5. #3

    Default Re: 1099-R State distribution

    Thanks, I will try the 2a (which is lower than 1) and see what happens. BTW, the OPM statement uses box 12 instead of 14 for State tax withheld. I wish these forms were more consistent across retirement accounts.

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  7. #4

    Join Date
    Jul 2016
    Location
    Texas
    Posts
    2,274

    Default Re: 1099-R State distribution

    Select the 1st one and see how that works. You should get box 16. If that doesn't work, you may need to delete what you have and add it again selecting regular 1099-R
    Form 1099-R
    Form RRB-1099-R (Railroad Retirement)
    Form CSA 1099-R (U.S. Civil Service)
    Form CSF 1099-R (U.S. Civil Service)

    Both CS forms are messed up in HRB. Would not recommend it for CS retirees. I had several issues with it last year & switched back to Turbo this year.
    Quote Originally Posted by Wildzeke View Post
    My wife recently retired from Federal Gov and I using H&R block software to do our taxes. The problem is that it wont let me electronically file the state taxes (MD) because we are missing State distribution in box 16. However, there is no box 16 in her 1099-R. What should I put in this box?

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  9. #5

    Default Re: 1099-R State distribution

    I may consider Turbo tax in the future. But I like how H&R gives a 3.5% refund bonus when applied to and Amazon gift card (And we do a lot of Amazon business). I tried both 1099-R and CSA 1099-R. Neither automatically worked. But I was able to manually fill in box 16 with the value of 2a. Both Fed and State were accepted. Still waiting for the refund.

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  11. #6

    Join Date
    Jun 2004
    Location
    Boiled Peanut, Georgia, USA
    Posts
    76,391

    Default Re: 1099-R State distribution

    I use Taxact, I think everything was done correctly.



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