Hello, I've had a salary excess deferral of a few thousands dollars last year. I've changed jobs and overall I've over-contributed by about $3,500. I got a refund check by the plan administrator, accounting for a loss of $156 and federal tax withheld of $341. I will not receive the form 1099R before next year but as instructed by TurboTax, I've filed a 1099R as if I had received it (listing the total gross amount in boxes 1 and 2a and the amount of federal tax withheld in box 4; as well as code P in line 7). I marked it as a 2025 1099R form. I've also added the $156 loss in the less common income section.
I've tried to file by my returns have been rejected with error code F1040-034-08 (Form 1040, 'WithholdingTaxAmt' must be equal to the sum of the following: [(1) all Forms 1099-R, 'FederalIncomeTaxWithheldAmt' and (2) all 'WithholdingAmt' in [OtherWithholdingStatement] and (3) all Forms W-2, 'WithholdingAmt' and (4) all Forms W-2G, 'FederalIncomeTaxWithheldAmt' and (5) Form 8959, 'AddlMedcrRRTTaxWithholdingAmt' and (6) 'TotalAmt' in [BackupWhSchedulesK1Statement] and (7) all Forms RRB 1042-S, 'FederalIncomeTaxWithheldAmt' and (8) all Forms SSA 1042-S, ('NetTaxWithheldAmt' if it has a non-zero value, otherwise 'FederalIncomeTaxWithheldAmt')] unless Form 8958 is present in the return. When evaluating this, a tolerance of $5.00 is allowed").
When I check my form 1040, the $341 of federal tax withheld from my 1099R is not listed in line 25b. I don't know why. This may be the issue but I'm not able to change this. If I override, I won't be able to e-file. I've tried to delete the 1099R and re-add it but still the same issue. The amount of tax withheld is not being reflected on the 1040. Can somebody help? Thank you
