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New Member
posted Feb 7, 2025 5:47:46 AM

My 1099 R pension is from New York State Teacher’s Retirement System . Why won’t the form accept that

Keeps telling me it’s invalid

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1 Replies
Level 15
Feb 7, 2025 8:21:41 AM

A couple things to try.

 

1)  If you uploaded a picture or a PDF file....that leads to all kinds of errors in the form that you may not see...so delete that 1099-R form entirely, then re-enter it manually.

 

Another thing to try (if you already haven't)

2)  Make sure the box 2a value is copied into box 16  (or the federally taxable amount of box 1 if box 2a is empty or "undetermined"   usually that's just box 1).   If box 14 has no $$ amount in it, make sure it is entirely empty...no text,  no zero.

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Beyond that, try Customer Support.

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