New York return will not file

Forum|Forum|5 years ago
March 8, 2021
10 replies
63 views

When I click file tab, Turbo tax replies just one more matter: A popup asks for amount on box 14a of a 1099-R from Vanguard. There is a Box 14 that has $0.00 indicated, but no 14a on the 1099-R. I have tried to put $0.00 (the amount in my Box 14) in the pop-up box indicated, but no luck. The return will not e-file. The Federal return went through and I have received my refund. HELP, please!

LenaH

Alumni - Expert

If there was no state withholding on your 1099-R, please can leave Boxes 14-16 blank. You should also unselect the state in drop down box. This should clear the error on your return.

To update your 1099-R, please complete the following steps:

Open your return.
Search 1099-R with the magnifying glass tool on top of the page.
Click on the Jump to 1099-R link at the top of the results.
Edit your 1099-R.

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RistauAuthor

Level 2

You mention that I should unselect the State. Where in the Turbotax entry do I do this? I blanked-out the amounts in Boxes 14 to 16, but still no acceptance by NYS.

RistauAuthor

Level 2

Now I have an additional problem: When I try to e-file the NYS return, there is a message that to do so requires the Federal return to be filed first, and I am instructed to go back to an earlier page to select. But the Federal return has already been filed, and the refund received, so I no longer have that option. I am stuck and cannot proceed.

Cass0317

Level 10

Although you can e-file your federal and state taxes together, if you choose to e-file your federal first, you'll have to wait until that return has been accepted before you can e-file your state. You can check your E-file status here, to see if it was accepted yet. Please see the link below for more information:

How do I e-file my state after I already filed my federal?

RistauAuthor

Level 2

My Federal return was accepted and refund received. The 1099- R at issue is not a NYS tax event as the distribution was directed to a approved charity. On another matter, when I researched the 1099 in question in the Federal entry, I noticed that there was a duplicate entry of the form. I removed the duplicate and am wondering if this change is what is preventing me from filing the New York return. (?)