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Retirement tax questions
prothschild
Which issue are you referring to? The initial issue was that there was a confusing error message "State Tax withheld (box 14) is higher than the taxable amount (box 2a)". Actually, the quote should have been "State Tax withheld (box 14) is higher than the taxable amount (box 16)", but frequently producers of 1099-Rs don't fill in all of the state fields (for no good reason).
This issue was solved by the advice to either complete boxes 14-16, or to blank them out if box 14 is empty.
So what issue are you referring to?
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March 14, 2025
3:34 PM