For the past 14 years I received an RMD distribution for a small non-spousal Beneficiary IRA from my deceased parents. This distribution is reflected annually on a 1099-R. As usual, my current 1099-R Box 16 is blank, with Boxes 1, 2a, 2b, 4, 7, 14, 15 being filled. This is the identical scenario I have had since I received my first RMD distribution, and I have always filed my tax return using TT without problem. This year though, TT will not let me proceed past the blank Box 16 as it has always done before. It instead gives an error message stating that if Box 14 has a figure, then Box 16 must also have a figure that is greater than Box 14. First time ever! And it won't let me continue! I am in Ohio (in case that matters.)
So far, the most common advice I see here in TT Community is to populate Box 16 with zero, or the data from Box 1 or 2a, but I am extremely uncomfortable with this since it is not reported that way on my official 1099-R.
To investigate deeper into the problem, I reviewed my TT filings for several previous years, and can see that the record keeping documentation produced at the end of filing includes a "Schedule of Ohio Withholding" which doesn't even have a Box 16 at all. I went to the Ohio website and found the form was the same there.
Also, of special note, for each year I've filed, the TT documentation shows that the 1099-R produced for record keeping has Box 16 filled in as $0.00 (and if I actually go into the old TT programs themselves, and navigate to the 1099-R input section with the blank entry, and then switch to forms view, I see the same $0.00 there (which apparently resulted from my leaving Box 16 blank all these years.) So even if I were take the advice of previous Community helpers to ignore the blank and plug in a number, TT still wouldn't let me use zero in Box 16 (which would at least have been in line with the record keeping documentation of previous years) and using the Box 1 or 2a number in Box 16 seems even further from correct.
Does anyone have any thoughts about how I should proceed?
