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Tags: federal,form,state
1099-R State Instructions
📚 What This Guide Covers
This guide shows you what to enter on Form 1099-R so the information carries to the state form.
- Enter the state abbreviation in box 11 to carry over the data.
- Mark the box near box 13 when required for your situation.
⚠️ Before You Begin
Have your 1099-R and the instructions for your specific state form handy.
📊 Step-by-Step Guide
Step 1: Enter the state abbreviation in box 11
In order to get Form 1099-R information to carry to the state form, enter the state abbreviation in box 11 on the 1099-R.
Step 2: Mark the box to the left of box 13 (if needed)
If required, you may also need to mark the appropriate box to the left of box 13—box 1, box 2, box 3 or Railroad Retirement.
This is specific to each state. See the F-1 instructions for the state form to help determine which of these boxes must be marked.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form,state