Using 2023 Turbo Tax Online Delux (Order #TTWCC310819663), I' ve had a similar issue with 1099-R importing my 2023 RMD Fidelity Investments Traditional IRA (via Fidelity affiliate National Financial Services LLC). After both Federal and NY State returns are fully entered and allegeded error checked finding no error, go to last steps for payment, ID info, and last step e-file ... an alleged error is reported in the state return "that must be fixed." Software takes me back to the subject 1099-R to address the value in state witholding Box 14a "the value can nt be equal to or grater than the Gross Distribution Box 1. The Box 14a value is $440. --- exactly 10% of the Box 1 value $4400. Exact same problem last year! Turbo tax has a issue with importing 1099 forms from other financial instituations.
