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Joemama56
Returning Member

1099R - same dollar amount error

Get message when try to finish IN state taxes.  "At least two of three withholding amounts on 1099R statement have same dollar amount.  Turbo Tax does not support this information to be filed electronic."  The only same dollar amounts are in box 17 which is blank.  Got a reply from expert to change dollar amount by .01 in boxes.  Only got additional error that box 19a was wrong.  No place to input a box 19a on 1099R.  There is a box 19 Local distribution.  

Tired of fighting issue.  Says I can mail IN state.  Think I will bite bullet and just mail the State.  Anyone got better idea?

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1 Reply
JamesG1
Employee Tax Expert

1099R - same dollar amount error

Indiana Department of Revenue can be very difficult about state income tax withholding amounts which it believes are suspicious or in error.  

 

I have seen cases where the taxpayer has electronically filed but still must mail copies of the W-2's and 1099-R's to the Indiana DOR before a refund amount is released.  

 

Indiana DOR requiring a paper tax return with the W-2's attached is another method that is used to place the burden on the taxpayer to 'prove' that the withholding amounts reported are correct.

 

You may consider deleting each of the forms that report Indiana withholding tax and re-entering the data by hand.  Perhaps there is a character that is not visible to the eye yet causes the software to report this issue.

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