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Retirement tax questions
On Form 1099R, when you enter any number larger than 0 in box 14 (State tax withheld), TurboTax marks it as an error, with the following message:
"Form 1099-R (NATIONAL FINANCIAL SERVICES LLC): Box 14a For electronic filing, New York State withholdings can not be greater than or equal to gross distribution or state distribution." (in box 1)
And you cannot e-file with this error. The program suggests that you mail in your return. When will this error be fixed?
March 8, 2025
4:02 PM