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posted Jun 4, 2019 1:19:08 PM

Getting error during eFile NYS returns: 1099-R Box 12a New York State withholding can not be greater than or equal to gross distribution or state distribution?

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3 Replies
Intuit Alumni
Jun 4, 2019 1:19:12 PM

The error is trying to say that there should not be any state taxes withheld (Box 12) if there was not a state distribution (Box 14). 

To correct it, you need to Edit any Form 1099-R that shows an amount in Box 12 for state taxes withheld.  If Box 14 is blank or zero, enter the amount shown in Box 1 into Box 14 also

Use these steps to go directly to a list of your Form 1099-R entries in your Federal return and Edit them one at a time to correct the error:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “1099-R” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-R
  • Click on the blue “Jump to 1099-R” link

Level 1
Feb 1, 2021 9:40:21 AM

What if there is no box 12 on 1099-r form?

Expert Alumni
Feb 1, 2021 2:22:15 PM

If there is an amount in 'State Tax Withheld' (Box 14)  there should also be a 'State/Payor ID' (Box 15) and a 'State Distribution' amount (Box 16).

 

 

 

Click this link for instructions on How to Enter a 1099-R.

 

Make the corrections in your FEDERAL return, then check your State Return.