1099-R

Forum|Forum|6 years ago
February 20, 2020
2 replies
11 views

NY state says that box 12 on the 1099-R form cannot be the same or greater than box 14. For the many years that we have filed, box 12 has been greater than box 14 but TurboTax will not let us file this year.

What should we do?!?!

AnnetteB6

Level 15

Try entering the same amount shown in box 1 of your Form 1099-R into box 14. This should take away the error and allow you to continue.

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Shakkaboom

Level 3

I have a similar problem. I withheld 100% of my state distribution for state taxes. (Box 1, 12, and 14 are the same number). The Turbo tax error says that "withholdings cannot be greater or equal to the gross distribution." THIS IS A TURBO TAX ERROR as the witholdings could very well BE EQUAL to the distribution. HOW DO I OVERRIDE?

Shakkaboom

Level 3

UPDATE. I changed the tax withheld to one penny less than reported on my 1099R, and I still get the same error. ("State withholdings can not be greater than or EQUAL TO state distributions") (Turbo Tax is probably rounding to the nearest dollar before doing the entry validation calculation.)

Rich_19_

Level 2

For NYS filers getting the form 1099-R error - "Form 1099-R Box 14a, for electronic filing New York State withholdings can not be greater than or equal to the gross distribution or state distribution" here is the correction you need to do in order to allow your NYS e-file to be accepted. In Box 14a enter a "X" in the error correction box that says you verify the NYS withholding amount is correct. Then enter the Box 1 Gross Distribution amount into Box 16, the State Distribution amount. I had 1099-R's for multiple payers. Those that had a blank in Box 16 resulted in the error message above, while those that had an amount in Box 16 were error free. Hope this works for you!