How do I add an amount in box 16 on the software's 1099R. ie:"NYS withholdings can not be greater than or equal to gross distribution or state distribution"

[rma-]

I have an amount in box 14 "State Tax Withheld" but nothing in box 16

[SteamTrain · Accepted solution]

NY requires an entry in that box 16....even if it is empty on the vast majority of all 1099-R forms

1)  If box 1 and 2a are the same $$ amount....put that number in box 16

2)  IF box 2a is somewhat lower than box 1...."I' claim you put the box 2a value into box 16  (Some people still claim it should be the box 1 value that is transferred. I don't agree, but I could be wrong.   It must be the 2a value for my state, NC, and a couple others I've checked).

3) If box 2a is empty, or 2b is marked "Undetermined"  (common for IRA distributions), then it's the Federally-taxable amount of box 1 that should go into box 16.   Many times, that is just box 1, but can be a lower value **IF** after-tax contributions were made to that retirement fund  (also called non-deductible contributions)

[rma-]

Thank you ST.  I guess it was a 2 part question,. #1) You verified my guess as to what went in box #16.  #2) I couldn't figure out how to put that number in the box...(the form was dead except for the highlighted box #14. I guess I figured out I had to go back to the beginning and re-do my information.....Thanks for your advice. I'll print it out and stash it in next years folder.

[SteamTrain]

Yeah, many times you have to go back and edit the original 1099-R form in the Federal section to get some boxes filled in if they show up in the review/Error check.