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using turbotax online deluxe - warning displayed when reviewing pension distribution

Hi, I'm using Turbotax Online Deluxe for my filings ( first time using the product).

When its reviewing my forms prior to getting ready to fie the system shows warning about my NY state tax withholding on the pension items.  I've got the same warning on two different items.  In both, the Gross distribution is much greater than the state tax withheld but I get the following ..'For electronic filing, New York State withholding can not be greater than or equal to gross distribution or state distribution.'  and the items are marked as needing review.

But the actual forms involved have gross distributions that are much greater than than the tax withholding. I can't get by this point to get to file the 1040.   I'm a little confused as to how to proceed.  Any assistance would be greatly appreciated.

Thanks

Dave

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Accepted Solutions

using turbotax online deluxe - warning displayed when reviewing pension distribution

If box 14 for state withholding is empty then leave all boxes 14-16 Blank.

 

If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If 2a is blank then put in the amount from box 1.

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2 Replies

using turbotax online deluxe - warning displayed when reviewing pension distribution

If box 14 for state withholding is empty then leave all boxes 14-16 Blank.

 

If box 14 has an amount and box 16 is blank put in the amount from box 2a in box 16.  If 2a is blank then put in the amount from box 1.

using turbotax online deluxe - warning displayed when reviewing pension distribution

It worked!

Thank you so much.

 

Dave

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