State payer number Form 1099-R?
I have a form 1099-R that has the state WI in box 11 (as is supposed to be there), but no payer's state number (for American Funds) but H&R Block won't let me input it without the payer's state number. If the state income tax withheld is 0, do I have to put anything and if I do how do I find the payer's state number?
Public Comments
- It is possible to use "NA" (=not available) where software asks for a state payer number for the 1099-R. However, as you point out, the state is supposed to be marked. Not every payer of retirement distributions obtains a state payer number for every state. But since retirement income is considered taxable income in the state where the taxpayer resided, the state payer number is not critical information. Richard K Master Tax Advisor Enrolled Agent This advice is based upon my understanding of the tax law at the time it was written as it applies to the facts provided by you. See my profile for more information.
