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.

mkhaderva
New Member

In imported 1099-R, Why I am getting State tax shouldn't be greater than gross distribution?

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.
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.

1 Reply

In imported 1099-R, Why I am getting State tax shouldn't be greater than gross distribution?

If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If 2a is blank then put in the amount from box 1.

 

Or if you imported it may have imported wrong.  Delete it and enter it again Manually.  That usually fixes it.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question