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sugarwinkz
Level 1

1099-R box 12 State tax withheld does not transfer to the State Return

I've entered the 1099-R information during the Federal Return.   There was an amount in box 12, ie:  State Tax withheld, but it did not carry over to the State Return. 

 

There is no option during the State Return to enter it manually.  If I file this way, the State Tax return will be wrong, as the tax withheld does not include this amount.

 

New York State

1 Best answer

Accepted Solutions
Critter
Level 15

1099-R box 12 State tax withheld does not transfer to the State Return

Did you fill in boxes 13 & 14 also on the 1099-R screen ?  If not the box 12 doesn't know where to go. 

 

View solution in original post

4 Replies
Critter
Level 15

1099-R box 12 State tax withheld does not transfer to the State Return

Did you fill in boxes 13 & 14 also on the 1099-R screen ?  If not the box 12 doesn't know where to go. 

 

View solution in original post

sugarwinkz
Level 1

1099-R box 12 State tax withheld does not transfer to the State Return

Yes, boxes 13 and 14 are filled out.  It looks like the information carried over since yesterday.  The original review I got did not include it, but it looks good now.

 

Thanks for the advice. 🙂

TravelingDuo2
New Member

1099-R box 12 State tax withheld does not transfer to the State Return

How do I fix this?

Critter
Level 15

1099-R box 12 State tax withheld does not transfer to the State Return

May I suggest you log out then reboot your computer.  Then log back in the complete the state interview again to get the federal info to populate the state.

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