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State tax filing
I have the same issue with NY with a 1099-R for BENE IRA distribution.
- Non-zero value in boxes 2a and 14, with box 16 empty.
- Turbotax passes all checks until after payment during final review and notes there is an issue for the *Federal* return.
- Proceeding to try to remedy this it brings me to the same error as in this thread, for a *State* requirement?
If the 1099-R is provided to me with a blank in box 16, why is TT preventing me from continuing (*after payment was made*) and forcing me to arbitrarily fill information not on the provided 1099?
I'll note the IRS reference for boxes 14-19 (emphasis mine): "Boxes 14–19. If state or local income tax was withheld from the distribution, boxes 16 and 19 may show the part of the distribution subject to state and/or local tax." The NY IT-1099-R form states only to copy the values from the federal 1099-R and doesn't make any other statements nor specifics requirements for filling additional data.
March 20, 2025
8:10 PM