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How do I correct 1099-R error message stating Box 12a can not be greater than or equal to gross distribution but it is zero?
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June 5, 2019
3:32 PM
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Retirement tax questions
The error is trying to say that there should not be any state taxes withheld (Box 12) if there was not a state distribution (Box 14).
To correct it, you need to Edit any Form 1099-R that shows an amount in Box 12 for state taxes withheld. If Box 14 is blank or zero, enter the amount shown in Box 1 into Box 14 also.
Use these steps to go directly to a list of your Form 1099-R entries and Edit them one at a time to correct the error:
- 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
June 5, 2019
3:32 PM