@Robodude111
@Robodude111 wrote:
.............. In my particular instance, the distribution was left blank (there was none) and 14a is also blank since nothing was withheld. ....................
You need to clarify your situation:
1) Did you take any money out at all from that 1099-R provider? i.e. is box 1 empty???? IF not, then your issue is that you have an empty 1099-R that transferred in form last year's filing, and what you need to do is to go back to the 1099-R entry section and delete that 1099-R entirely.
You can't file with empty forms of any type remaining in your tax file. Even unused 1099-INT and -DIV forms ha e to be removed if they transferred into this year's file, from last year's file, and you do not need to use them again.
....OR....a different situation
2) if box 1 of that 1099-R has a value, because the provider DID issue a 1099-R form...then you may have to put the value of box 1 into box 16 as a "distribution" irrespective of whether it is state taxable or not. Whether it is state taxable will be determined by your answers on the pages following the main form entries during it's Q&A in the interview.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
