AnnetteB6
Expert Alumni

Retirement tax questions

You are correct, for a 2022 tax return and a 2022 Form 1099-R, box 1 and box 14 should not be the same number.  The original solution was for 2019 or possibly earlier than that.

 

Try entering the box 1 amount in box 16 for the state distribution amount and see if this will clear your error and allow you to electronically file.

 

@mnjarmy 

@rccurry 

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