1) make sure boxes 14 and 15 are labeled the same as to the subject for the box on your Paper and your software boxes.....some 1099-R issuers are still using last year's box numbering, improperly putting state withholding in box 12 when it goes inbox 14 this year.
2) IF the software is still having issues, usually it is because box 16 is empty. Especially for NY, you have to copy the value of box 2a into box 16 in the software (or box 1 if box 2a is empty/undetermined). They feel it is improper to have withholding in box 14 if "nothing" was distributed in box 16.
*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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