For a 1099-R, box 4a withholdings can not be greater than or equal to gross distribution the Holding is less than the gross dist. Why is this coming up as a review, TY

[sidjammead03]

For a 1099-R, box 4a  "NYS withholdings can not be greater than or equal to gross distribution  the Holding is  less than the gross dist. Why is this coming up as a review, TY

[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.

[monkeymead]

Absolutely, positively, correct. it had me messed up for weeks, I should of asked earlier 

Thank you!