topic Re: 1099R form in Retirement tax questions

1099R form

Kaysie61 — Wed, 05 Feb 2025 19:33:50 GMT

My 1099R form says state tax withheld is $850, my gross distribution is $17000. Turbo tax keeps telling me the 850 is incorrect and won't let me file -- how do I fix it. I know it is correct

Re: 1099R form

rjs — Wed, 05 Feb 2025 19:39:26 GMT

What is the exact entire error message from TurboTax? TurboTax has no way of knowing whether $850 is the correct amount of state tax that was withheld.

Re: 1099R form

Kaysie61 — Wed, 05 Feb 2025 19:43:39 GMT

entire message was "state tax withheld must not be larger than gross distribution"

Re: 1099R form

VolvoGirl — Wed, 05 Feb 2025 19:45:59 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: 1099R form

Kaysie61 — Wed, 05 Feb 2025 19:48:11 GMT

sorry -- full message states: "NY state withheld must not be greater than or larger gross distribution or state distribution"

State distribution is listed as 0.00 - line 16 on 1099R. how do I adjust this.

Re: 1099R form

Kaysie61 — Wed, 05 Feb 2025 19:50:24 GMT

box 16 showed 0.00 -- I have corrected == thank you

Re: 1099R form

VolvoGirl — Wed, 05 Feb 2025 19:50:53 GMT

Anything in box 14? If not then leave boxes 14, 15 & 16 blank, no spaces. If you have withholding in box 14 then enter the same amount as in box 1even if box 16 is zero.