1099-R error message

Forum|Forum|3 years ago
March 8, 2023
3 replies
5 views

Box 14a For electronic filing, New York State withholdings can not be greater than or equal to gross distribution or state distribution.

I have a value in box 14a, and no number in box 16. What should I do to fix the "error?"

This is for 2022 Tax year.

MarilynG

Level 15

If your 1099-R has an amount for State Tax Withheld in Box 14, and you were a full-year resident of New York, the Gross Distribution amount should be in Box 16.

Go back to your 1099-R entry in your Federal return and EDIT to add this amount to Box 16. If there is no 'State Payer ID' in Box 15, you can use the Federal Payor ID.

You can type '1099-R' in the Search area, then click on 'Jump to 1099-R' to get there.

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jrbemis5326

Level 2

Changing the 1099-R entries does not correct the problem for New York State. Entering the box 16 with the box 14 amount does not fix the error in TURBOTAX. Restarting the application does not change the error condition. When will there be a fix? Problem has existed in the product for several years.

SteamTrain

Level 15

@jrbemis5326

NO...For NY residents, you don't copy the box 14 value into box 16, you copy the "Taxable" box 2a $$ or "Gross" box 1 value into box 16.

(Been arguing about which one is proper, but I don't have NY to verify which is really correct)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

JohnRo

Level 2

I have the same problem. TurboTax says New York State withholding cannot be greater than or equal to gross distribution or state distribution. Note: It says Gross distribution OR State distribution (Not AND). My withholding is less than gross distribution. So I shouldn't be getting this error. Turbo tax needs to fix this problem.

JohnRo

Level 2

I didn't have this error until after I paid. I completed my return. Did the Federal review and everything checked okay. After I paid for TurboTax the error came up. To double check this error I created another TurboTax account using a different email address. I put the same 1099R information into TurboTax. Performed the federal check and No Errors. Turbo Tax Please Fix this problem.

SteamTrain

Level 15

@JohnRo

What about the error check after completing the NY State interview?

It's really not a Federal tax error, it's a NY software error.....even though the data is entered in the Federal area, it's the state software that is complaining.

__________

And in the original filing, you can fix it and re-e-file because you've already paid for the state.

(don't try to file NY in the second account...that won't work at all since the Federal was done in the original one)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*