1099R Question

SjRose — Sun, 15 Feb 2026 16:51:45 GMT

On NYS Filing, Turbo Tax keeps coming back to my 1099R distribution, Message, States the NYS Tax Withheld can not be greater to gross distribution of state distribution, State tax withheld does not exceed gross distribution. Confused.

Re: 1099R Question

ReneV4 — Sun, 15 Feb 2026 21:20:20 GMT

To clear the error and allow your return to e-file, you need to manually fill in the blanks for the State. However, you must do so at the Federal level, not the State.

Go back to the Federal 1099-R entry screen under, "Wages & Income"
Locate Box 16 and for the State information section (Boxes 14–16).
Enter the Amount of the Gross Distribution from Box 1 (or the taxable amount from Box 2a) and type it into Box 16
Ensure the state (NY) and the Payer's State ID are filled in
If the ID is missing, you can usually use the Federal EIN from the top of the Form

Because the box is blank, the State return is not able to compute the tax.

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1099R Question

Re: 1099R Question