JulieS
Expert Alumni

Retirement tax questions

You aren't doing anything wrong, but the tax withheld can't be more than the distribution. 

 

Sometimes, there is a number in box 12, and box 14 is blank, that will cause an error, because the tax withheld from a distribution can't be more than the distribution.

 

If this is the case, fill in box 12 and 13 as they are on the 1099-R form, and enter the number from box 2a in box 14. 
 

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