@kim711 wrote:
I am getting an error message that says 14a should not be greater than gross distribution. it is not. Box 14 (there is no box 14a on the 1099R) has $40.00 but Box 1 has $778.40. This error is happening on multiple 1099 entries and will not let me file federal return electronically. How do i fix?
Let me guess - it is probably NY.
NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.
Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.
But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.
**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.**
