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New Member
posted Feb 20, 2021 1:59:27 PM

I keep getting an error about my withholdings. It then shows box 12a, but there is no box 12a on a 1099-R. It won't let me file because of two forms. How do I correct?

I have input the numbers correctly, both forms are correct.

0 2 706
2 Replies
Level 9
Feb 24, 2021 11:53:36 AM

You are correct.  There is no 12a on Form 1099-R.  It is most likely a type-o.

Generally, the program carries the information to your state for you.   Box 14 is the state distribution. If box 12 is blank, do nothing. If you have a box 12 amount, you can fill in the taxable state amount for box 14.  Be sure you have a state ID for box 13, and box 12 should be unchecked.

 

Please delete  the form and re-enter the information paying careful attention to the box entries in TurboTax.  The simplest remedy is often to delete and re-enter.

Level 15
Feb 24, 2021 12:11:33 PM

@mookie1950    

 

Hold on now... 

Yes....12a is a typo...but the typo is that it is supposed to say 14  (the "a" is just the first State line on the 1099-R form as there can be two state lines)

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For 2020, what were boxes 12,13,14 on the 2019 1099-R....the IRS has renumbered them as boxes 14,15,16 for the 2020 1099-R form.   So the error was "supposed" to indicate box 14 (not 12) ,  This text error in the error has been ongoing for weeks now, with no fix by TTX.   But it is just a text error-in-the-error notice.

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For NY residents who get a 1099-R, the usual complaint in the software is that state withholding (box 14) is greater than the NY distribution amount (box 16)   .  The solution is to enter box 2a $$ value into box 16.....or if box 2a is empty, then the Federally-taxable amount of box 1 is used (but that's usually just box 1)

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i.e in the software 1099-R form for 2020

 

Box 14 is State Withholding.....the two-part box 15 is the State designation and state ID number....and box 16 is the state distribution amount (usually empty on paper 1099-R forms, but needs a real number for many states...as I said, usually box 2a)