1099-R State distribution

[Wildzeke]

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?

 

[tsptalk]

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

 

[Wildzeke]

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.

 

[evilanne]

Select the 1st one and see how that works. [FONT=&quot]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[/FONT][TABLE="class: choice, width: 0"]
[TR]
[TD="class: control"][/TD]
[TD]Form 1099-R[/TD]
[/TR]
[TR]
[TD="class: control"][/TD]
[TD]Form RRB-1099-R (Railroad Retirement)[/TD]
[/TR]
[TR]
[TD="class: control"][/TD]
[TD]Form CSA 1099-R (U.S. Civil Service)[/TD]
[/TR]
[TR]
[TD="class: control"][/TD]
[TD]Form CSF 1099-R (U.S. Civil Service)[/TD]
[/TR]
[/TABLE]

[TABLE="class: choice, width: 0"]
[TR]
[TD="class: control"][/TD]
[TD] 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.

[/TD]
[/TR]
[/TABLE]

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?

 

[Wildzeke]

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.

 

[nnuut]

I use Taxact, I think everything was done correctly.