Dan Posted March 6, 2009 Report Share Posted March 6, 2009 I am working on a client's return. The client received a 1099R as a result of a Colorado Pera plan. The client lives in Oklahoma. The 1099R has $18.00 listed in box 10 (State Tax withheld). In box 11 it has as the State, (OK) listed. When I look at the Oklahoma Return (Form 511, line 23 "Oklahoma withholding") I don't see this $18 entered. Why is this happening? Has anyone had this same problem? What did you do about it? Thanks for your responses!!!! Quote Link to comment Share on other sites More sharing options...
Julie Posted March 6, 2009 Report Share Posted March 6, 2009 I am guessing you have to put in the state income (even though that box on the 1099R is blank). I am working on a client's return. The client received a 1099R as a result of a Colorado Pera plan. The client lives in Oklahoma. The 1099R has $18.00 listed in box 10 (State Tax withheld). In box 11 it has as the State, (OK) listed. When I look at the Oklahoma Return (Form 511, line 23 "Oklahoma withholding") I don't see this $18 entered. Why is this happening? Has anyone had this same problem? What did you do about it? Thanks for your responses!!!! Quote Link to comment Share on other sites More sharing options...
Dan Posted March 6, 2009 Author Report Share Posted March 6, 2009 Julie, the 1099R has the $18 there. It does not carry over to Oklahoma 511 form. Quote Link to comment Share on other sites More sharing options...
TAXBILLY Posted March 6, 2009 Report Share Posted March 6, 2009 Julie is asking if you put in the OK income as well as the OK tax withheld. taxbilly Quote Link to comment Share on other sites More sharing options...
Dan Posted March 6, 2009 Author Report Share Posted March 6, 2009 Julie is asking if you put in the OK income as well as the OK tax withheld. taxbilly The 1099R has in box 10 ($18) and in Box 11 (OK) I have entered that information in the ATX program's 1099R but the $18 does not show up in tax withheld on the OK 511 form. Why? I have other 1099R amounts that did show up but this one did not. Quote Link to comment Share on other sites More sharing options...
Bart Posted March 6, 2009 Report Share Posted March 6, 2009 The 1099R has in box 10 ($18) and in Box 11 (OK) I have entered that information in the ATX program's 1099R but the $18 does not show up in tax withheld on the OK 511 form. Why? I have other 1099R amounts that did show up but this one did not. On the 1099-R form in ATX, did you put "OK" in box 11a-State 1 and the state number in box 11a-State 1 payer no. and the amount of the distribution in box 12a-State 1 distribution? Quote Link to comment Share on other sites More sharing options...
Dan Posted March 7, 2009 Author Report Share Posted March 7, 2009 What I had to do to correct the problem was the following: 1. Delete the 1099R that was causing the problem 2. Delete the OK 511 form 3. Inter the information again on the 1099R (I had not missed entering any information previously--I entered the same information both times.) 4. Install the OK 511 form When I did this the State tax withheld on the 1099R was shown now on the OK 511 form. Some reason it was not flowing over until I deleted the OK 511 form and re-installed it. I had up-to-date versions of both the 1099R and the OK 511 before deleting them. I wonder why this is happening--It has not happened to me in the past? Thanks for you that have responded!!!! Quote Link to comment Share on other sites More sharing options...
TaxmannEA Posted March 7, 2009 Report Share Posted March 7, 2009 I have had similar things happen with both ATX and Drake. I wonder if sometimes the components do not load properly the first time. Quote Link to comment Share on other sites More sharing options...
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