topic Re: Technical Issue on 1099 in Get your taxes done using TurboTax

Technical Issue on 1099

Sunnyc — Mon, 17 Feb 2025 02:04:40 GMT

I am having an issue reviewing my second 1099-R. When I click the “continue” button, I get the following error under state tax withheld (box 14): State tax shouldn’t be greater than gross distribution. It is not and is in fact hundreds less than the gross distribution. This error creates a hard stop and won’t let me progress. When I call the TurboTax number, it says I have to pay money to upgrade which is ridiculous considering that it is a technical issue. I did find another post with the same issue and it seems that their workaround was to submit the 1099-R without reviewing, but I don’t want to do that in case it affects anything on the backend. Please help!

Re: Technical Issue on 1099

VolvoGirl — Mon, 17 Feb 2025 02:12:04 GMT

Do you have an amount in box 16? If you have withholding in box 14 then for box 16 enter the same amount as in box 1.

Re: Technical Issue on 1099

Sunnyc — Mon, 17 Feb 2025 02:29:43 GMT

On my physical 1099-R form box 14 has an amount but box 16 is blank. Should I still enter the amount from box 1 for box16?

Re: Technical Issue on 1099

VolvoGirl — Mon, 17 Feb 2025 02:31:06 GMT

Yes, actually If you have withholding in box 14 then for box 16 enter the same amount as in box 2a. If box 2a is blank use the amount from box 1.

Re: Technical Issue on 1099

Sunnyc — Mon, 17 Feb 2025 02:35:58 GMT

Unfortunately I’m still getting the same error after entering the amount from box 2a in box 16. The first 1099-R was reviewed without a problem. I’m not sure why this second one is giving me such a hard time.

Re: Technical Issue on 1099

VolvoGirl — Mon, 17 Feb 2025 02:38:48 GMT

What is the error? Do you need to take RMD? There is a problem with RMD this year.

Re: Technical Issue on 1099

Sunnyc — Mon, 17 Feb 2025 02:48:39 GMT

The error is “State tax shouldn’t be greater than gross distribution”. No RMD. I am decades away from retirement. This really seems like a technical issue that TT is having with the site.

Re: Technical Issue on 1099

VolvoGirl — Mon, 17 Feb 2025 02:55:01 GMT

Then all I can say to do is to delete that 1099R and enter it again manually filling in box 16. That usually fixes it. Could it be for boxes 17-19? Do the same thing for box 19 if you have an amount in box 17.

Re: Technical Issue on 1099

Sunnyc — Mon, 17 Feb 2025 02:59:33 GMT

I tried the manual approach and got the same results (error). Boxes 17-19 are blank on my form.

I appreciate you trying.

Re: Technical Issue on 1099

SusanY1 — Mon, 17 Feb 2025 17:20:23 GMT

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:

Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response. Because our system sometimes filters out these numbers believing them to be PII, if you can provide the number from a screenshot, it may expedite our review.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

Re: Technical Issue on 1099

Sunnyc — Tue, 18 Feb 2025 08:20:37 GMT

Thanks. The token number is 1273809.

Re: Technical Issue on 1099

SusanY1 — Tue, 18 Feb 2025 15:47:03 GMT

I am not able to replicate this error on my end with the shared file. When this happens, what typically will resolve the issue is to open TurboTax in a different browser, use the Incognito mode for your browser (Ctrl+shift+N in Chrome and Edge) OR clear the cache and cookies in the current browser.

Sometimes data gets stuck in those cached files that will cause errors and when we can't replicate them, that is most frequently the culprit. If you continue to have problems after trying this, please do let us know.

@Sunnyc

Re: Technical Issue on 1099

Sunnyc — Wed, 19 Feb 2025 04:57:26 GMT

I’m still having the issue. I cleared cookies in Chrome and tried again, tried incognito, downloaded and tried Edge, and tried the TT app. It’s the same result each time.

Re: Technical Issue on 1099

Sunnyc — Fri, 21 Feb 2025 18:50:54 GMT

Is someone still looking into this?

Update: I was able to connect with an agent via telephone who was able to troubleshoot and resolve my issue.

Re: Technical Issue on 1099

mcullen3 — Sat, 21 Feb 2026 01:02:31 GMT

I have the exact same problem: State tax shouldn't be greater than gross distribution. Could you perhaps describe the steps that fixed the problem or give the tech support number. Thanks

Re: Technical Issue on 1099

VolvoGirl — Sat, 21 Feb 2026 01:20:25 GMT

@mcullen3 On your 1099R, anything in box 14? If not then leave boxes 14, 15 & 16 all blank, no spaces. If you have withholding in box 14 then enter the amount from box 2a into box 16 for the state distribution. If box 2a is blank use the amount from box 1.

Re: Technical Issue on 1099

mcullen3 — Wed, 25 Feb 2026 17:42:32 GMT

As long as I enter "14 State tax withheld amount" from 1099 into Turbotax 1099 and follow the suggestions I still get "State tax shouldn't be greater than gross distribution. I should mention that the Gross Distribution is the sum of box 4 and box 14 i.e. allocated all to Federal and State tax.

Re: Technical Issue on 1099

VolvoGirl — Wed, 25 Feb 2026 17:51:41 GMT

Do you have an amount in box 16 for state distribution? If not then enter the amount from box 1 in box 16.

Re: Technical Issue on 1099

judy-bauserman — Tue, 10 Mar 2026 21:09:07 GMT

I am having the exact same issue. Have you found a solution?

Re: Technical Issue on 1099

RogerD1 — Thu, 12 Mar 2026 14:48:52 GMT

If the error is because the the state distribution amount is blank on the 1099-R screen, go back to the 1099-R in TurboTax and then enter the amount shown in Box 1 in Box 16 for the state distribution. This should clear the error.