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tracibill
New Member

TurboTax deluxe 2025. Entering 1099R. State tax not withheld but the software says it's required info in Box 15 and won't let me progress without it. Suggestions?

 
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4 Replies
rjs
Level 15
Level 15

TurboTax deluxe 2025. Entering 1099R. State tax not withheld but the software says it's required info in Box 15 and won't let me progress without it. Suggestions?

On Form 1099-R the state tax withheld is in box 14, not box 15. If no state tax was withheld, leave boxes 14, 15, and 16 empty in TurboTax.

 

tracibill
New Member

TurboTax deluxe 2025. Entering 1099R. State tax not withheld but the software says it's required info in Box 15 and won't let me progress without it. Suggestions?

I understand.  However, TurboTax required that the state taxes be entered.  It did not allow me to leave the fields empty.

TurboTax deluxe 2025. Entering 1099R. State tax not withheld but the software says it's required info in Box 15 and won't let me progress without it. Suggestions?

@tracibill 

 

You'd have to indicate which state you are a resident of.

 

NY is particularly picky, but some other states may be picky too

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
nc_han
New Member

TurboTax deluxe 2025. Entering 1099R. State tax not withheld but the software says it's required info in Box 15 and won't let me progress without it. Suggestions?

If this 'exception' was indeed the mistake related to the line# changed in 1009R since 2020,  how come Intuit/ TurboTax team have NOT made code change / Update to CORRECT this ?? 
Faking it, fill in line16 with number from line 1, could bypassed the check but no one can tell if it will  lead to other unexpected issue or not.    

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