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csv2284
New Member

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

 
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6 Replies

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

If there is no amount in box 14 on the Form 1099-R leave boxes 14, 15 and 16 blank (empty).  If you still get a message then delete the Form 1099-R and re-enter manually.

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

Leave boxes 14 thru 19  BLANK in the program.  

Helaine
Returning Member

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

My review says box 14a for electronic filings. NYS withholding can not be equal to or greater than the gross or state distribution.  I do not have a box 14a and box 14 is for taxes I did pay.  If I change box 14 to no taxes paid my taxes due on the form skyrocket to those that I said pay but without a box 14 a I do not know how to finalize anythin.

Jerald Wayne St Cla In his in

Helaine
Returning Member

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

I do have smounts on my 1099R’s, like $2400 one, $265.07 on another, and $2661.78 on a third, all monies paid to the State which apparently I can not get credit for. 

Helaine
Returning Member

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

Then my taxes due to NYS go up $5326.85

I don't have a Box 14a on my 1099R, but cannot finish my taxes without filling it in. Box 14 says EXEMPT

@Helaine 

 

Box 14a just refers to the first line for state boxes 14, 15, 16.

....some folks have a second state line when they move to a new state, and thus the software just refers to them as 14a,15a, 16a....and 14b,15b,16b to make sure they are looking at the correct state line.

______________________

NY is very picky about having a number in box 16, even if it is empty on most-or-many 1099-R forms.

 

Your solution is to put the vaaue of box 1 into box 16....even if it is empty on your 1099-R.

 

(some of us say it should be the value of box 2a if 2a has a non-zero value in it....but the box 1 solution is supposed to work)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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