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Ri543
New Member

1099-R Box 14a Error: NYS withholdings can not be equal to gross distributions

Hello,

 

I did a 401K rollover to IRA  in 2023 and received two 1099-R forms from Fidelity. One of the 1099-R forms has $0 in Box 1, 2a, 14, 16. It has $19 in Box 5.

 

However, I get an error "Box 14a for electronic filing, New York State and Local withholdings can not be greater than or equal to gross distribution". I tried removing the $0 values in Box 1, 2a, 14, 15, 16 but the error persist. Any advice or fix? 

 

Thank You.

 

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1 Reply

1099-R Box 14a Error: NYS withholdings can not be equal to gross distributions

Try not reporting the 1099-R with the zeros since it doesn’t affect your tax liability. 

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