Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 25, 2023 1:15:03 PM

I'm getting a fix on state with holdings can not be greater or equal to gross distribution. I've retyped the amount 10 times.

Turbotax won't let me efile until I "fix this.  Nothing to fix now I'm stuck and cant file my state tax until federal is efiled  

0 1 445
1 Replies
Level 15
Mar 25, 2023 2:09:15 PM

@152718rag 

For a few states, like NY...it won't let you move on unless the is a $$ amount in box 16 of the 1099-R...even if it is empty on your actual 1099-R.

 

SO, if there is an actual $$ amount in box 2a  (not zero, nor empty), enter that $$ amount in box 16.

If box 2a is empty/undetermined, then you use the Federally-taxable amount of box 1...which is usually just box 1.....into box 16 as the state distribution amount.