How do I clear out a turbo tax e-filing warning so I can e-file without making the recommended fix?

[TEC2025]

My Form 1099-R shows NY tax withheld but doesn't show the total distribution amount. Turbo tax wants me to delete the amount, even though that would be incorrect. What can I do to clear out the error so I can e-file?

[DoninGA]

Go back and edit the Form 1099-R.  Enter the amount from box 1 into box 16 for state distribution.  The state distribution amount does not get reported on the state tax return.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

[ReneV4]

You should not attempt to e-file without correcting this error message because it will probably cause the IRS or the State to flag your return.

TurboTax is alerting you that taxes cannot be withheld from zero. Since you had NY Tax withholding in Box 14, one solution is to populate Box 16 with the same amount as your Gross Distribution from Box 1, if Box 16 is blank.

If that does not work, you may need to delete your Form 1099-R and re-enter it if the amount from Box 1 did not transfer to your state return, by following these steps:

1. Go to Income
2. Click Review on IRA, 401(k), and pension plan withdrawals
3. Click on the trash can to the right of your Form 1099-R, which will delete the Form
4. After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel
5. When re-entering, ensure you enter the amount from Box 1 in Box 16 (if the box is blank)