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Inputting 1099-R

TurboTax will not allow me to e-file because box 13 on a 1099-R does not contain a USPS standard state abbreviation (in this case OH). When I attempt to insert OH in the correction box it tells me that I am inserting an invalid character. There was no Ohio withholding so the information is irrelevant for both Federal and Ohio tax purposes, yet I cannot bypass it. Turbotax Picture1 (2).png

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1 Best answer

Accepted Solutions
BillM223
Employee Tax Expert

Inputting 1099-R

I would say to do the following:

 

1. Make a copy of the 1099-R if you don't already have one

2. Search for 1099-r and click on the jump-to result

3. To the right of the appropriate line for your 1099-R, click on Delete or the trash can icon

4. Click on the Add A 1099-R button.

5. Manually add your 1099-R

 

My guess is that some garbage got into this field and while you can't see it, it is still there, upsetting TurboTax. If this is true, deleting and re-adding the 1099-R will fix it.

 

By the way, was this 1099-R auto-imported from your financial company?

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5 Replies
LeonardS
Expert Alumni

Inputting 1099-R

Rather than making the change in the correction box follow these steps.

  1. With TurboTax open enter 1099-R in the search box
  2. Then select Jump to 1099-R in the results box. 
  3. Next select edit next to the 1099-R enter the correct state code in box 13.

  If this does not resolve your issue post a reply for additional help.

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Inputting 1099-R

Thanks. I had tried that before. I tried it again with the same result.Turbotax Picture 2 (2).png

BillM223
Employee Tax Expert

Inputting 1099-R

I would say to do the following:

 

1. Make a copy of the 1099-R if you don't already have one

2. Search for 1099-r and click on the jump-to result

3. To the right of the appropriate line for your 1099-R, click on Delete or the trash can icon

4. Click on the Add A 1099-R button.

5. Manually add your 1099-R

 

My guess is that some garbage got into this field and while you can't see it, it is still there, upsetting TurboTax. If this is true, deleting and re-adding the 1099-R will fix it.

 

By the way, was this 1099-R auto-imported from your financial company?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Inputting 1099-R

Totally delete the 1099-R,  then re-enter.  If there is no dollar amount in box 12 the leave all boxes 12-14 BLANK - do not enter anything.    There should never be any enter in box 13 or 14 if box 12 has no tax withheld.

 

That should fix it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Inputting 1099-R

Thank you. That did the trick. This was not imported from my financial company.

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