@crm - this is a 2 year old post but NY still will not allow a blank box 14.
It is NY requirement. Putting the box 1 (not box 2a) amount in box is not "making it up". When there in only one state listed in box 13, then it is understood that the state distribution is the *same* as the federal distribution, so financial institutions just leave box 14 blank because a blank box 14 means the same at the box 1 amount.
NY (and another state in 2018) will reject a e-file with a blank box 14. There is nothing that TurboTax can do about that.
If you do not want to put the box 1 amount in box 14, then print and mail the return and call the NY tax authority and complain to them.
And Fidelity gave you incorrect information. The 1099-R instructions say: "In boxes 14, you may enter the amount of the state or local distribution." "Entering" a distribution is not a blank box. NY is reading the instructions to require an entry.
[quote]
Boxes 12–17. State and Local Information
These boxes and Copies 1 and 2 are provided for your convenience only and need not be completed for the IRS. Use the state and local information boxes to report distributions and taxes for up to two states or localities. Keep the information for each state or locality separated by the broken line. If state or local income tax has been withheld on this distribution, you may enter it in boxes 12 and 15, as appropriate. In box 13, enter the abbreviated name of the state and the payer's state identification number. The state number is the payer's identification number assigned by the individual state. In box 16, enter the name of the locality. In boxes 14 and 17, you may enter the amount of the state or local distribution.
[end quote]
<a rel="nofollow" target="_blank" href="
https://www.irs.gov/instructions/i1099r">https://www.irs.gov/instructions/i1099r</a>
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
