Turbotax won't accept for e-filing my NY return despite the fact that one (of three) 1099R forms, box 12a amount (59.88) is less than that form's box 1 amount (1197.50).
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Box 14 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 12 & 13 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 14 is just left blank.
But recently, there are at least two states that will reject 1099-R's with a state tax and a blank box 14 so it is okay to enter the box 1 amount into box 14 to satisfy the states requirement.
Box 14 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 12 & 13 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 14 is just left blank.
But recently, there are at least two states that will reject 1099-R's with a state tax and a blank box 14 so it is okay to enter the box 1 amount into box 14 to satisfy the states requirement.
What is the solution?
To satisfy NY, the solution is to put the box 1 amount into box 14 since that is what box 14 is understood to be anyway whether it is blank or has the box 1 amount in it. That is NY's software issue that wants an actual dollar amount in box 14 - so put it there for them.
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