Retirement tax questions

That's a text error in the warning...should indicate box 14. 

(Last year it was box 12....the "a" just refers to the first line of state entries)

 

Some states require a value in box 16 even if it is empty on your paper 1099-R.  NY has been particular touchy about this.  Assuming that you are sure the value in box 14 is OK.....then for your tax return, in box 16, there needs to be a value greater than box 14.  This should usually be the value that is in box 2a, or the federally-taxable amount of box 1 if 2a is empty or undetermined.

 

My NC software automatically back-fills the value into box 16 as I go thru the interview, but the state attached to yours may not. 

 

I generated the error in the Desktop software...don't know if it also happens in the Online interview

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____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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