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Level 2

Question

1099-R

7 replies
98 views

Box 14 (state tax withheld) shows $120.00. The Gross Distribution in line 1 is close to $4,000.

Turbo tax will not allow me to file my taxes for the following reason: "form 1099-R: Box 14a For electronic filing, New York State Witholdings can not be greater than or equal to gross distribution or state distribution." This is obviously erroneous...please correct software error.

Level 15

The box 16 for a state distribution on the Form 1099-R is either empty or a 0. Enter the amount from box 1 into box 16. This will allow you to e-file. The state distribution does NOT get entered on the state tax return.

biker4819Author

Level 2

The issue is NOT with box 16...the box is empty. The issue is with box 14, NYS tax withheld.

Level 15

What’s wrong with box 14? If you have withholding in box 14 then type the same amount from box 1 into box 16.