- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
If the suggestions made by Super User macuser_22 do not solve the error condition, try the following steps.
Go back to your Form 1099-R entries and edit the one that is causing the error. Enter the amount shown in box 1 of that Form 1099-R in box 14. The error condition could be comparing a blank or zero value from box 14 to the amount of state withholdings which is greater than zero. Entering an amount for box 14 should clear the error.
To revisit your Form 1099-R entries, use these steps:
On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
This opens a box where you can type in “1099-R” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
The search results will give you an option to “Jump to 1099-R”
- Click on the blue “Jump to 1099-R” link
This will bring you to a summary page showing all Form 1099-R entries you have made. Click Edit beside the one you need to change. Once you have made the change, click Continue all the way through the follow-up questions until you get back to the 1099-R summary page.