1099R Question

[SjRose]

On NYS Filing, Turbo Tax keeps coming back to my 1099R distribution, Message, States the NYS Tax Withheld can not be greater to gross distribution of state distribution, State tax withheld does not exceed gross distribution.  Confused.

[ReneV4]

To clear the error and allow your return to e-file, you need to manually fill in the blanks for the State. However, you must do so at the Federal level, not the State.

1. Go back to the Federal 1099-R entry screen under, "Wages & Income" 
2. Locate Box 16 and for the State information section (Boxes 14–16).
3. Enter the Amount of the Gross Distribution from Box 1 (or the taxable amount from Box 2a) and type it into Box 16
4. Ensure the state (NY) and the Payer's State ID are filled in 
5. If the ID is missing, you can usually use the Federal EIN from the top of the Form

Because the box is blank, the State return is not able to compute the tax.