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  • Form 1099-R data isn't transferring to State return
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Form 1099-R data isn't transferring to State return

This issue is often caused by incompletely filling out the 1099-R screens in the federal portion of the interview – especially the 2-digit state code from Box 11 of the 1099-R form.

You must enter all information (including applicable state information) from your Form 1099-R into TurboTax to ensure it will transfer correctly to your state tax return:

  1. Click the Federal Taxes tab and then choose Wages & Income.
  2. Click the Select Specific Topics button.
  3. On the Your Income screen, scroll down to Retirement Plans and Social Security and then click the Update button for the IRA, 401(k) and Pension Plan topic.
  4. Edit the 1099-R distribution in question and make sure there is a 2-digit state code entered in Box 11. Also make sure that the other fields have been copied over correctly from your paper 1099-R.
  5. When finished, go back to your State return by clicking the State Taxes tab and then step through the state interview again.
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