Got my wife's 1099-R today from Edward Jones. Entered it manually--as the downloading option isn't available until 1/29/25. State Tax Withheld (Block 15) for her RMD is $110. Got as far as Section 16 (State Distribution) where the 1099-R shows $0.00. Entered that and got alert from TT stating that " State distribution amount can't be blank and can't be less than state tax withheld." Can go any further. In previous years she also received 1099-Rs with state tax owed and $0.00 in Block 16. Never had an issue until now. I contacted Edward Jones' Tax Hotline rep who said it appears to be a glitch in the Turbo Tax program. I contacted two Turbo Tax "experts" by phone. The first just quoted IRS rules--and suggested just putting in a number that equals or exceeds the $110 to "satisfy" the program. Told her I wouldn't do that--as it may screw up my tax submission. The second "expert" couldn't even pull up my account, and, after nearly 45 minutes, told me she has IT issues. Told her I'd try to contact someone later. Very frustrating. Anyone else having similar problems?
