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@ NopeUpTwo wrote:

I am using Maryland edition of Turbotax. The Maryland edition is reporting that I owed the state of Maryland over $2,980 in taxes as well as interest for underpayment. I checked and the software is not transfering the $3752 that was withheld from my federal annuity and a federal lump sum payment I received. This prbblem may result from the Turboxtax Federal edition does not allow me to enter the box that appear on my 1099R for boxes 12-13.


NopeUpTwo:

I'm not a tax person, so I'm asking someone familiar with retirement reporting if they can help you during the day with that.  Hopefully, they can make a suggestion.

 

In the meantime, here's something you need to clarify:

What kind of 1099-R do you have?  You mentioned a "Federal annuity" and a "Federal lump sum payment."   Is that a civil service annuity?   You only said "1099-R".  Is that a CSA-1099-R or a regular Form 1099-R?  I suspect it may be the former.

 

You mentioned Boxes 12 and 13 of your 1099-R.

On a regular Form 1099-R, Box 12 is the FATCA filing requirement, and Box 13 "Date of payment" (certain death benefits).

On a CSA-1099-R, however, Box 12 is "State Tax Withheld", and Box 13 is State ID.

So that, plus your term "Federal annuity" makes me think you may be referring to a CSA-1099-R..

 

@ NopeUpTwo 

ADDENDUM 11:55 PM Pacific

I'm not sure what you mean by "does not allow me to enter Box 12 and 13".  Are you experiencing mismatched/misnumbered boxes on a screen called "Let's Verify This Entry?"  Some users had a known issue with such a screen earlier this year that I think was supposed to have been fixed.  They were helped by @ SteamTrain who I'll also ask to take a look here.

 

You said you are using "Maryland Edition."   Does that mean you are you using the desktop software (CD/download)?  If so, is your desktop program up to date?  Have you run the "check for updates"?

 

@ dmertz  Are you please able to assist this user  when you are next in the forum in regards to why his state withholding from a Federal annuity and Federal lump sum payment didn't transfer from the Federal side to the state side?  And his problem with entering Box 12 and 13 of his 1099-R, which I suspect is actually CSA-1099-R.  Thanks!