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Level 1
posted Jan 28, 2022 2:24:10 PM

If Line 25 b is showing the incorrect tax withheld on my 1099 forms, how do I correct this? Should I clear

The tax withheld amount are entered correctly on the 1099-R forms.  Why is it wrong on the 1040?

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3 Best answers
Expert Alumni
Jan 28, 2022 4:08:53 PM

It's possible that Line 25b includes withheld taxes other than the 1099-R. Withheld taxes from dividends, taxable or tax-exempt interest income, unemployment compensation, social security benefits, or railroad retirement benefits are also included on Line 25b.

Level 1
Jan 29, 2022 6:28:29 AM

I should have mentioned that line 25b is less than the amounts entered on my 1099R forms.

Expert Alumni
Jan 31, 2022 12:23:30 PM

This error is usually seen when a taxpayer has accidentally entered the amount that should be in box 4 of their 1099-R into a different box by mistake.  Please double check your entries and make sure that the amounts are entered into the properly corresponding boxes.

4 Replies
Expert Alumni
Jan 28, 2022 4:08:53 PM

It's possible that Line 25b includes withheld taxes other than the 1099-R. Withheld taxes from dividends, taxable or tax-exempt interest income, unemployment compensation, social security benefits, or railroad retirement benefits are also included on Line 25b.

Level 1
Jan 29, 2022 6:28:29 AM

I should have mentioned that line 25b is less than the amounts entered on my 1099R forms.

Expert Alumni
Jan 31, 2022 12:23:30 PM

This error is usually seen when a taxpayer has accidentally entered the amount that should be in box 4 of their 1099-R into a different box by mistake.  Please double check your entries and make sure that the amounts are entered into the properly corresponding boxes.

Returning Member
Apr 9, 2022 4:23:39 PM

Hello, line 25b is showing an amount much larger than the amounts on our 1099G forms for tax withheld (which I entered correctly). We have no other 1099 forms with taxes withheld. Please help.