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New Member
posted Apr 14, 2022 5:41:16 PM

Form 1099-r box 14a new york state withholdings can not be greater or equal to gross distribution or state distribution. it is not higherthan the the gross distribution?

0 4 532
4 Replies
Expert Alumni
Apr 14, 2022 5:51:27 PM

At this late date, the best thing to do is to delete the 1099-R and type it in by hand.

 

Oh, the way you wrote this question: is the state withholding larger than the state distribution? That would not be possible.

New Member
Apr 14, 2022 5:59:37 PM

NYS withholding is 14.70 and the gross distribution is $290.00

Expert Alumni
Apr 14, 2022 6:55:51 PM

So box 1 has 290.00 and box 14a has 14.70.

 

What does box 16a hold?

Level 2
Apr 18, 2022 4:33:58 PM

Sorry to jump in, but I had an RMD on a small account and the distribution was $115.67.  I asked Vanguard to withhold the entire amount as a NY State tax deduction.  

 

Now I can not E-File because box 14 (State Tax withheld) EQUALS box 16 (State distribution).  I did not have to withhold the entire amount; I could have done this any other way.  Why (rhetorically) is this a problem???

 

Anyway, I am guessing (because I am getting refunds) that maybe I will have to ask for an extension and sort this out tomorrow.  Woof.

 

Any suggestions.  Thanks in advance