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Level 2
March 30, 2023

Box 16 for 1099-R (state distribution for pension) does not show an amount. Does that mean it is not taxable on a state return?

  • March 30, 2023
  • 1 reply
  • 6 views

Hi,

I have a retired client who was a public safety employee in Arizona (he was a firefighter).  His 1099-R shows a taxable distribution in box 1 and 2 for fed taxes.  However, box 16 (state distribution) does not show an amount. Does that mean this pension/retirement income was not taxable at state level?  I just want to make sure state return is filed properly.  

State tax was withheld in box 14.  

Thanks in advance! 

 

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sjrcpa
Level 15
March 30, 2023