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What amount should I enter into Box 14 for 1099-R in TurboTax when their is nothing entered on my mailed copy? There are amounts listed in Boxes 1 and 2a.

Many issuers for 1099-R forms do hot have unused boxes printed on their custom forms.  The TurboTax 1099-R entry screen must have all boxes to allow for all types of 1099-R forms.   Any box not on your 1099-R  must be left blank in TurboTax.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
dejohns46
New Member

What amount should I enter into Box 14 for 1099-R in TurboTax when their is nothing entered on my mailed copy? There are amounts listed in Boxes 1 and 2a.

I have the same problem (6/12/2020).   I  told customer support it must be a bug but after a lot of messing around got the recommendation to print my forms and mail them in.   

What amount should I enter into Box 14 for 1099-R in TurboTax when their is nothing entered on my mailed copy? There are amounts listed in Boxes 1 and 2a.

If you are filing  NY and the state rejects then it is a bug alright - a bug in New York's e-file software that does not conform to industrial standards for the 1099-R form.    

 

Box 14 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 12 & 13 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 14 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 14 so it is okay to enter the box 1 amount into box 14 to satisfy the states requirement.

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Tahesia Ashford
Returning Member

What amount should I enter into Box 14 for 1099-R in TurboTax when their is nothing entered on my mailed copy? There are amounts listed in Boxes 1 and 2a.

If you are getting an error due to line 14, you should take the amount that is line 1 and place it in line 16. From there you should be able to efile. 

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