1099-R

[biker4819]

Box 14 (state tax withheld) shows $120.00. The Gross Distribution in line 1 is close to $4,000.

Turbo tax will not allow me to file my taxes for the following reason: "form 1099-R: Box 14a For electronic filing, New York State Witholdings can not be greater than or equal to gross distribution or state distribution." This is obviously erroneous...please correct software error.

[DoninGA]

The box 16 for a state distribution on the Form 1099-R is either empty or a 0.  Enter the amount from box 1 into box 16.  This will allow you to e-file.  The state distribution does NOT get entered on the state tax return.

[biker4819]

The issue is NOT with box 16...the box is empty. The issue is with box 14, NYS tax withheld.

[VolvoGirl]

What’s wrong with box 14?   If you have withholding in box 14 then type the same amount from box 1 into box 16.   

[DoninGA]

@biker4819 If there are taxes withheld in box 14 then that means taxes were withheld from state income.  If there is no state income in box 16 then you will receive an error.

[biker4819]

The 1099-R is my pension for which I voluntarily withheld both federal (4) and state taxes (14). Line 16 is state distribution...am I suppose to put what my pension distributed to me into line 16 in order to be able to file my taxes online? I don't understand what is happening because I've been receiving a pension and filing taxes for years and never had an issue until now.

[VolvoGirl]

YES!   It’s been that way as long as I can remember.   Did your prior 1099Rs have box 16 empty too?   

[biker4819]

I just looked up my 2024 taxes...the state distribution, line 16 is blank and I was able to file my taxes last year.  For some reason, the form is missing in 2023.but, in 2022 line 16 is filled in with the info from line 1.  So, I guess 2024, line 16 needs to be filled-in with line 1.