Retirement tax questions


@ninabedard wrote:

I keep getting an error taxable amount should not be greater than gross distribution amount, I am entering EXACTLY what is on my 1099 R what is the issue


Have you deleted the 1099-R and re-enter it?

IS box 2a more then box 1?   If it is then that is an improper 1099-R.

 

Is it saying, perhaps, that the STATE distribution cannot be more than the state tax?   That is an issue for NY when box 14 is blank and needs to be the same as box 1.

**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.**