3524592
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I receive 2 1099-R forms. One doesn't have a Box 16. One does but it's blank. Turbo Tax 2024 Deluxe thinks those are errors. How do I get around that and efile?

I see others are having this problem. TT 2024 needs to correct this programming problem.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
ThomasM125
Expert Alumni

I receive 2 1099-R forms. One doesn't have a Box 16. One does but it's blank. Turbo Tax 2024 Deluxe thinks those are errors. How do I get around that and efile?

Box 16 should be the same as what is listed in box 1 on your Form 1099-R, but is often left blank by the broker. You should enter the amount in box 1 in box 16 when you enter your Form 1099-R in TurboTax to allow you to e-file your tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I receive 2 1099-R forms. One doesn't have a Box 16. One does but it's blank. Turbo Tax 2024 Deluxe thinks those are errors. How do I get around that and efile?

I need to confirm my understanding of all this. 

 

I need to understand the reason for your advice.  (I'm no income tax expert!  LOL) 

 

For state income tax purposes, do you advise that I use box 1 on the 1099-R because the income listed in box 2a on the 1099-R refers to federal taxable income?  Since I participated in a deferred compensation program while I was employed as a local government employee, Box 2a represents the taxable income from a federal standpoint only?  Not my state's?

 

Thank you for your help.  The Turbo Tax requirement that Box 16 must be filled is new.  I don't recall that being required for the past several years.  There must be something added advising users in the Turbo Tax Deluxe (and other appropriate versions) as to what action to take.  This has delayed my e-filing my federal income tax several days.  

 

 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question