kwgurney
Returning Member

How to fix Federal review error on a 1099-R box 14a (state withholding for California) equal to box 1 and box 2a?

I had the entire (small) gross distribution of an RMD withheld to California. Turbo Tax Premier is telling me box 14a can't be greater than or equal to box 1 (gross distribution).

 

I understand why it can't be > the amount distributed. But why can't all of the distribution be withheld at the state level? I mean, it was send to CA so why is TT complaining?

Searching forums I saw a lot of NY residences having this issue and the fix was to make sure box 16 ("state distribution") = box 1. This is not working for me on my 2023 return.

 

Also note, I'm not seeing this error at E-Filing time (haven't gotten that far); I'm being told about it while doing a Federal review ("Smart Check") while still on the "Federal Taxes" tab.

 

Thanks.