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New Member
posted Feb 24, 2022 5:16:23 AM

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?

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.

0 5 753
5 Replies
Expert Alumni
Feb 24, 2022 6:07:59 AM

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.  

New Member
Jan 23, 2025 8:49:36 AM

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?

Expert Alumni
Jan 27, 2025 9:59:43 AM

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 

 

 

 

New Member
Feb 1, 2025 11:20:45 AM

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.

Expert Alumni
Feb 3, 2025 12:26:24 PM

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