Please tell us:
1. The state in question.
2. The amount in box 11.
3. The amounts in boxes 16 and 18.
Also, you had just the one W-2, right?
The state is Minnesota.
Amount in box 11 is 24,387
Amount in box 16 is 146,839 (matches box 1)
Amount in box 18 is 0
Yes only 1 W2
Is this the screen that you are seeing?
If so, is Minnesota the only state tax return included with your Federal 1040 tax return? Or are other state tax returns being prepared?
That is not the screen I'm seeing.
The screen I'm seeing is represented below. It came up as an item to be reviewed at the end of filling out my Federal information. I imported my W2 so I didn't enter any original values. There is no State amount on the W2 so TurboTax must have filled that in.
=====================================
Form W-2 (xabc): Nonqualified Distribution (State Amount) - The total amount of Sect. 457 state distributions does not match with the amount of Sect. 457 distributions reported on the federal return. Adjust the state entries as needed. |
Nonqualified Dis (St Amt) |
I am getting the same error also. Have a W-2 for only one non qualified plan. Box 11 and box 16 are identical numbers, no number in box 18, state is Connecticut. But error check says "...total amount of Sect. 457 state distributions does not match with the amount of Sect 457 distributions reported on the federal return" However, they DO match.
The only explanation I can come up with is that there is a bug in the TurboTax software.
I would agree with you, it appears to be a software bug. What I don't know - is this forum monitored by the Intuit developers and is there a plan for a fix coming? If not this forum, is there another way the developers can be made aware?
Exact same problem for Michigan. It must be a bug. I double checked everything and re-entered and deleted things a few times. Exact same amount and info as 2022. New software must be the problem.
Same here regarding my 2022 return (identical info and no problem last year). I think we're all agreeing that it is very likely a software bug - does anyone know if these threads are seen by Tax Experts and/or Intuit developers and are being brought to the attention of the right people for incorporating a fix?
I would like to take a deeper look at this.
However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:”
TurboTax Online:
TurboTax Desktop/Download Versions:
If you need another example, I am having the same issue, state is Texas. Here is the token number: 1165576
Line 11 distributions from Sect 457 does not match State amount ; indicates State amount need to be adjusted . How do you do that? This involves only one W-2!
The situation you described regarding an error flagging state distributions from a 457 account is a known customer experience that is being addressed by the TurboTax development team. It is expected to be resolved after 2/2/2024.
After today's TT update, I'm no longer getting this unusual error. Looks like its fixed!
Thanks Mr. MaGoo. You are right. It is fixed. I like your handle. Have a great day.
I still get this error as of today, but the circumstances may be different due to being a PA resident: my sect 457 distribution is not taxable in PA, so while I have an amount in box 11, box 15 says PA with the PA state ID number, box 16 is blank. This has been the case since I started receiving distributions, but this year TurboTax wants to match the amount in box 11 with state amounts.
This problem is still happening today. I spent some time on the phone with TurboTax support last week and discovered at that point that the cause of my problem is that the W-2 dialog does not keep the box 15 state information if the box 16 is blank (or zero). This results in the SmartCheck flagging that the extra box 11 state information collected after the core W-2 dialog does not match a state in box 15. The only way around this is to manually open the W-2 form and fill in the box 15 information.
As of today, this problem is not resolved, but I was able to use the workaround.
I updated my turbo tax desktop copy today but I continue to have the same problem described by NotaBene re: Box 11 during SmartCheck . State in question is PA. The suggested work-around (manual update of W2 form) is not working for me.