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Level 2
February 5, 2025
Question

1099R form

  • February 5, 2025
  • 1 reply
  • 0 views

My 1099R form says state tax withheld is $850, my gross distribution is $17000.    Turbo tax keeps telling me the 850 is incorrect and won't let me file -- how do I fix it.   I know it is correct

    1 reply

    rjs
    Level 15
    Level 15
    February 5, 2025

    What is the exact entire error message from TurboTax? TurboTax has no way of knowing whether $850 is the correct amount of state tax that was withheld.

     

    Kaysie61Author
    Level 2
    February 5, 2025

    entire message was  "state tax withheld must not be larger than gross distribution"

    VolvoGirl
    Level 15
    February 5, 2025

    Do you have an amount in box 16 ?  If you have withholding in box 14 then for box 16 enter the same amount as in box 1.