I’m haveing an issue with the 1099-R Box 12a issue. I don’t have a 12a, just 12 and box14-17 is empty..cant file unless this is fixed. ANy way to fix this?

[macuser_22]

12a is just box 12 for the first state.   

Is there an amount in box 12 on your 1099-R?
Is there a state ID and payers tax number in box 13?
What state?

[dmthomas29]

Only an amount in box 12 Box 13 has the State/Payers tax no...which is input correctly ....NY

[dmthomas29]

Thank you so much....It worked! 🙂

[macuser_22 · Accepted solution]

A blank box 14 is deemed to be the same as box 1.   For some reason NY does not like that and wants a value in box 14.   Just but the box 1 amount in box 14 and that should satisfy NY.

[awalts15]

On my 1099R box 14 has a sum of NYS tax withheld. I entered that as instructed.  At the end of the process to FILE- it says there's an error with my BOX 12A for Electronic filing. NYS withholdings can not be greater than or equal to gross distribution or state distribution.  Only way to move forward is to remove what is accurate in box 14. not sure how to proceed

[Newk]

Having the same exact problem. Did you get it resolved?

[awalts15]

It looks like NYS requires to file by mail in this instance. Very annoying. That being said you must file by mail on both State and Fed. Its either none or all option. I would keep your withholdings as stated on your 1099R and leave 12-a blank and continue to file by mail.

[Newk]

Thanks for the info.  That is rather annoying!!

[Meepmeep]

I am having this exact issue. Then when I try to change it to mail in filing for NYS they are not giving me the option to because I have selected to pay by direct debit. Anyone know how to fix this?

[MarilynG1]

@Meepmeep You don't need Box 12.  If Boxes 14-17 are empty on your  1099-R, leave them blank in TurboTax.  

Click this link for info on How to Enter a 1099-R. 

[Meepmeep]

My box 14 is actually not empty.

[Newk]

Marilyn g. 

I appreciate your input but the problem is I have no line item 12 on my 1099 r but the program is filling in my actual taxes I paid not only on line 14 but on line 12a.  I tried to delete the amount from 12a and it acted as if I did not pay any taxes to ny state and I went from getting a refund to paying a significant amount. I spent two hours on the phone with one of your consultants and she  eventually put in a ticket to your tech team. She also had a tax lawyer on with her and that person was as unable in the end to assist. 

[Meepmeep]

This is exactly what happened to me. Nothing on line 12 and an amount in 14. Then when I try to erase the 12a amount my refund gets reduced back. After also speaking to representatives, one suggested to wait one week as they are updating the forms everyday as the filing doesn’t start until the 12th. Sadly no one could explain or help me with anything and that was the only recommendation. So the only advice I was given was to wait and try again in one week and if the issue was not resolved within a week internally then they would refund me my payment for the service.

[Newk]

Thanks for your reply. I guess I will pursue a refund as well after I hear back from someone. I’ve never had a problem filing this way and a little disappointed.