After automatically importing my 1099-R from my brokerage, I was prompted with a "needs review" message. I clicked on the review and went through each page. However, on the State Info page, I encountered an error stating: “State tax shouldn’t be greater than the gross distribution.” There doesn’t seem to be a way to correct this, and I’ve confirmed the 1099-R details are accurate. Now, I’m unsure how to proceed.
posted
last updated
March 10, 2025
3:56 PM