Should turbotax not let me e-file when my 1099-r from vanguard and fidelity have amt in 14 (state tax withheld) but not 16 (state distribution)? can this be fixed?

[lsalesky1]

both vanguard and fidelity provide me 1099-r with amunt in 14 (state tax witheld) but not 16(state distribution).  Turbo tax will not let me efile since 14 amount is not less than 16 amount.

[AnnetteB6]

If your Form 1099-R does not have an amount in box 16 for a state distribution, but there is an amount in box 14 for state tax withheld, then the review message thinks there should be something in box 16.

Entering the box 1 amount into box 16 should clear the review message.  

[DMEInop]

I got an email from TurboTax stating, "1099R-025 - If 'StateAbbreviationCd' is IN, the state distribution 'F1099RStateTaxGrp/StateDistributionAmt' must be greater than state tax 'F1099RStateTaxGrp/StateTaxWithheldAmt'.  There is no Block 16 in my CSA-1099-R or my DFAS 1099-R so, no entries were asked for.  I reviewed my saved tax returns I printed during e-file and see where TT added the Distribution amount in a Block 16 for the DFAS entries, but left the Block 16 blank in the CSA entries.  The software should have pre-filled the Gross Distribution Amount, but left it blank.  When I follow the Instructions from the e-mail which says,"nce you've opened your return in TurboTax, the details about what's causing the problem will be displayed." I do so but get no errors, even after updating the software to current updates.  How can I fix this?

[MarilynG1]

If you're using TurboTax Desktop, go to FORMS while in your return and you can manually enter the State Distribution Amount in Box 16 of Form 1099-R.

@DMEInop 

[Vinced]

Fyi, my turbotax deluxe online version states that the 1099-R under the Federal income section will update on 1/11.  As of 2/1 it hasn't updated.  I've checked for online updates and still received the same update message.

[AnnetteB6]

The situation you described is something that is being worked on.  Take a look at the following TurboTax help article for an opportunity to register your email address to receive updates.

Why am I unable to enter my state distributions in my 1099-R?

@lsalesky1 

@DMEInop 

@Vinced