1099-R State Instructions

To get Form 1099-R information to carry to the state form, enter the state abbreviation in box 11 on the 1099-R.

 

You may also be required to mark the appropriate box to the left of box 13 - Box 1, 2, 3, or Railroad Retirement. This is specific to each state. See the F-1 instructions for the state form to help determine which boxes must be marked.

 

This information applies to all years of the UltimateTax software.