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Level 1
posted Jan 25, 2020 12:41:05 PM

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

0 4 870
1 Best answer
Level 15
Jan 25, 2020 1:42:45 PM

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

 

4 Replies
Level 15
Jan 25, 2020 1:42:45 PM

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

 

Level 1
Jan 26, 2020 10:34:39 AM

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. 🙂

New Member
Feb 4, 2020 12:57:28 PM

How do I fix this?

Level 15
Feb 4, 2020 2:03:15 PM

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.