This post is from a year ago.....and now boxes 12, 13, and 14 on a 1099-R form have been moved to 14, 15, and 16 respectively.
There is an apparent text error in one of the TTX review error check screens that still refers to box 12, when it should be referring to box 14 (the "a" is just referring to the first state line in the state area of the form)
Ignoring the fact that it says box 12 , and should say 14.........there are a few states, especially NY, that are particularly touchy about leaving box 16 empty....especially troublesome since most 1099-R forms distributed nationwide leave box 16 empty.
Thus, the value from box 1 or 2a (if 2a has a value) must be entered into box 16, so that the box 16 $$ are indeed greater than the value inbox 14 .
(My NC software automatically back-fills box 16 with the value of box 2a, but I can't know what happens for other states )
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
