Rico51
New Member

The 1099-R programming error for NY state

Why in the world haven't your programmers fixed the programming error on the 1099-R form for NY state?

 

It loops me back to "correct" a blank form. The dialogue box points me to fix box 14a. This is an error for sure because I took no distributions from my IRA, withheld no taxes. Zero happened that warrants reporting. The brokerage account was included from last year's filing. So it was brought into my current year's filing.

The only way I was able to evade the loop was to DELETE that brokerage IRA account from my return.

 

You guys are usually on top of this. Time to get back in the game and fix those errors!@