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Im getting a flag to check my 1099-R saying my gross NY State tax witholdings cannot be greater than my gross distrubution, and it is not. it's correct as per my 1099-R.

It imported the data the same as what was on the form, I kept NY taxes out on the distribution from my rollover, and it is 5% of what the gross distrubition is, and the error is saying it's the same or more!?
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2 Replies

Im getting a flag to check my 1099-R saying my gross NY State tax witholdings cannot be greater than my gross distrubution, and it is not. it's correct as per my 1099-R.

Go back and check the 1099R box 16 for state wages.   That is usually wrong.   If it’s wrong or missing put the amount from box 1 into box 16.   

Im getting a flag to check my 1099-R saying my gross NY State tax witholdings cannot be greater than my gross distrubution, and it is not. it's correct as per my 1099-R.

The solution was you need to put the gross distribution from box 1 into the 16 State distribution field -- which my 1099 has blank, but apparently needs to be filled in. At least this was my case with FIDELITY. Thank you to ChatGPT for explaining the problem and solution.

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