1099-R, requires for electronic filing, Box 12a, New York withholdings cannot be greater than gross distribution. My withholding is less. Still won't let me file.

[SteamTrain]

For some reason, the NY software requires a value in box 14, even if it is empty on your 1099-R.   Edit that  and make sure box 14 has the value of box 2a in it (or the federally taxable amount of box 1 if 2a is blank).........Could also be a situation where you mis-entered the value in box 12.  That sometimes happens if you hit a comma for the decimal point which turns box 12 into an unusually large number.

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[Baseball]

box 14 is the amount of taxes you paid.  I need help

[SweetieJean]

Look at the gross distribution data entry as well.  Is there a typo there (say a decimal instead of a comma)?

[Baseball]

NO  it is still not working

[macuser_22]

NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.

Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.

[Baseball]

Smart check check this entry:  form 1099-r (e-trade):  Box 12a for electronic filing, New York State and Local withholdings can not be greater than or equal to gross distribution.    Box 12 a.   I put in 0.00 and it doesn't work.

On my 1099-R there is no box 12 a. 

[macuser_22]

Box 12 is not box 14 for  2020, the text has  not been updated in the error check. 

Read my answer above your post for how to fix it,

[Baseball]

I tried to send my federal return five minutes ago and I received the same above message as I did before..  I need your help to resolve this issue.  I enter the information in Box 16.

[macuser_22]

Is there a dollar amount in box 14 on your 1099-R?

If no tax was withheld then all boxes 14-16 must be BLANK.     15 & 16 are only used when tax was actually withheld in box 14.   Box 14 cannot be zero - either a dollar amount or blank.

[Baseball]

I live in New York STATE.  I had no  state tax  taken from my 2a taxable amount.  I did have federal income tax withheld.  How does New York State know that II received income. All you telling me to to leave box 16 blank.

[Baseball]

Thank you

[Baseball]

I went back to my taxes today and yesterday there was a software update.  I applied it and it still not opening my tax return.

[Irene2805]

On your 1099-R, since the NY pension is not taxable, leave boxes 14, 15, and 16 blank.  This should prevent the error messages and let you e-file your return.