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Retirement tax questions
<<IF this is NOT a Federal CSA-1099-R from the OPM>>
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What they are saying is box 14 cannot have a value if box 16 is empty. NY is particularly picky about this, but other states may be also.
Go back to that 1099-R and edit it.
and....IF you only have one line for boxes 14-15-16...
...when you get to the page with box 14 on it, copy the value box 2a into box 16 as long as 2a has a non-zero value in it. If box 2a is empty <edited>, then box 16 must be the Federally-taxable amount of box 1....which is usually box 1, but not always.
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Yeah, most 1099-R forms are issued with box 16 empty, but the software needs that value in there for a variety of reasons.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 19, 2022
2:11 PM