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Retirement tax questions
Thank you for reply. I have re-entered the 1099 R and that is not the problem. I pass the Turbo Tax Federal Review without an error. The Worksheet questions are relevant in NJ where IRA contributions are taxable. The taxed portion of an IRA is not subject to state tax upon withdrawal. This is entered on Line 4a in the first year of a withdrawal. Line 4b is entered from Part B of the worksheet which asks about prior year withdrawals. So, the worksheet recognizes that 4a and 4b cannot both apply and rejects entries if on both of the lines. However, it is rejecting the "0" that is coming in from part B of the worksheet - treating this as if it is an amount.
Perhaps if Part B of the worksheet is completely blank no error occurs. I entered "0" to the Part B questions and those entries cannot be deleted.
The error prompt occurs on state review and also upon final review before e-filing.