Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jun 1, 2019 2:21:02 PM

NY TURBOTAX won't proceed without a value in box 14 of 1099R.

1099R has values in boxes 12+13, 14 is blank and NY TURBOTAX won't proceed without a value in box 14. HELP !  This did not produce an error 2 days ago, and I have not updated the software since then. Now I can't pass by SMART CHECK without an error. 

0 2 941
1 Best answer
Level 15
Jun 1, 2019 2:21:04 PM

Box 14 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 12 & 13 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 14 is just left blank.

But recently, there are at least two states that will reject 1099-R's with a state tax and a blank box 14 so it is okay to enter the box 1 amount into box 14 to satisfy the states requirement.

2 Replies
Level 15
Jun 1, 2019 2:21:04 PM

Box 14 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 12 & 13 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 14 is just left blank.

But recently, there are at least two states that will reject 1099-R's with a state tax and a blank box 14 so it is okay to enter the box 1 amount into box 14 to satisfy the states requirement.

Level 1
Jun 1, 2019 2:21:05 PM

Thanks for the reply and suggested way out of my predicament.   I also found this stated elsewhere (<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/3146694-what-amount-should-i-enter-into-box-14-for-1099-r-in-turbotax-when-their-is-nothing-entered-on-my-mailed-copy-there-are-amounts-listed-in-boxes-1-and-2a">https://ttlc.intuit.com/questions/3146694-what-amount-should-i-enter-into-box-14-for-1099-r-in-turbotax-when-their-is-nothing-entered-on-my-mailed-copy-there-are-amounts-listed-in-boxes-1-and-2a</a>   ).  

There ought to be a better way for Turbotax to handle this, even if it is a New York issue. Otherwise their users are left in the dark until someone like you comes along. Thanks again.