Getting error on Form 1099-R Box 14a Tax w/h can not be >=gross distribution? (The entries are correct (Gross Dist 12K is larger than box 14a $171)

[SteamTrain · Accepted solution]

<<IF this is NOT a Federal CSA-1099-R from the OPM>>

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What they are saying is box 14 cannot have a value if box 16 is empty.  NY is particularly picky about this, but other states may be also.

Go back to that 1099-R and edit it.

and....IF you only have one line for boxes 14-15-16...

...when you get to the page with box 14 on it, copy the value box 2a into box 16 as long as  2a has a non-zero value in it.  If box 2a is empty <edited>, then box 16 must be the Federally-taxable amount of box 1....which is usually box 1, but not always.

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Yeah, most 1099-R forms are issued with box 16 empty, but the software needs that value in there for a variety of reasons.

[SweetieJean]

Be sure you haven't mistyped commas or decimal points.  For example, you might have typed 12.000 as the Gross Distribution.

[mtjordan49]

Thx, SweetieJean, for responding!  Numbers were accurate, none mistyped.  It was another issue.

[mtjordan49]

Thx, SteamTrain !  This took care of the issue!  Appreciate your insight !  (Funny this hasn't come up in the 8 years prior w/ using TT!)