@latinoma wrote:
I did put the same number as box 1 in box 16 and my return was rejected ( only by NYS). I also file in Connecticut and with the IRS and had no problem. I have used Turbotax for over 10 years and I never had this problem. I called in for help and "Lucy" went through my return and deleted line 14 and then Turbotax said there were no problems with my return. She then said I could file. I should have checked the return. "Lucy' was very wrong. As it turned out the state tax that we paid was no longer there and thus we did not get credit for it. So now I have to file an amended return to get my $1600 back. I am very disappointed with Turbotax that they can't figure this out and now I will have to file an amended return which I'm not sure will work either. I am ticked off that I waited on the phone for 35 minutes and then Lucy screws up my return.
The actual problem is NY that wants something on the 1099-R that the issuer did not put there and should not be there. If there is only one state then box 16 should be BLANK, but for some reason for the last 3 years NY insists that box 16 need something in it. That is contrary to all other states and financial industry practices.
TurboTax does it correctly - it is NY that is wrong.
If there is a dollar amount in box 14 for NY withholding then for NY you must put the box 1 amount in box 16 to satisfy NY. You do NOT make box 14 blank and box 15 must have "NY" and the payers state ID.
The phone rep probably did not understand that there actually was NY tax withholding in box 14. The most common error of this type is when the insurer puts NY puts in box 15 and box 14 is blank or zero, then all boxes 14-16 must be blank.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
