Retirement tax questions

@widowmotheroffou 

 

Have seen that error in the software before...they are really complaining about box 14  (the "a" just refers to the first line for the state entries).

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For 2020, The IRS changed the box # labelling for boxes 12 and higher.   The former 12,13,14 are now supposed to be boxes 14,15,16 respectively.   So either use that info to put your data in the proper boxes....or just carefully match the subject text on each box before transferring the data it contains to the TTX form.

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IF numbered properly, box 16 is commonly empty on most 1099-R forms.  Usually because the value of box 2a is automatically used in it's place  (or the Federally-taxable amount of box 1 if box 2a is empty).

 

NY is especially picky about this, and entering the value of box 2a into box 16 should fix that (or the federally-taxable amount of box 1 if box 2a is empty).  That should fix your supposed "error" 

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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.*