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?

[Cynthiad66]

Some TurboTax online customers are experiencing an issue with entering their 1099R into TurboTax. After entering the form information, TurboTax online says "needs update" after entering the information.

If you're experiencing one of the error messages above,  please go here to receive email notifications when any updates related to this issue become available.

You'll report amounts from Form 1099-R as income. So, the income is taxable to the recipient in the year received. Regarding 1099-R distribution codes, retirement account distributions on Form 1099-R, Box 7, Code 4 are still taxable based on the amounts in Box 2a.

[n2ogb1]

I had the same 1099R box 12A problem and printed out my federal and NYS tax. The second page of NYS IT-201 has a message 'New York State requires this income tax return to be filed electronically'. If the state tax was prepared using software, it must be filed electronically.

[Irene2805]

The instructions for Form IT-201 state (on pg. 5) :  "You must e-file if your software allows you to e-file your return."

If TurboTax is telling you to mail in your New York return, you can do so with peace of mind.

@n2ogb1

[Newk]

Tried everything and spoke to your tech folks. The only fix was to file via your desk top version and it worked like a charm!!

Thanks fir your note!

steve

[Newk]

Can someone tell me how you get a refund from intuit?I have moved from filing with the online version because it didn’t work with line 12a. The folks at intuit sent me the desk top version and it worked. I had already paid for the online version and was told by a few people from intuit that I should apply for a refund for the online version. I filled out a request as instructed and never got a confirmation of receiving my request or follow up. Does anyone have a place I can talk to someone about this?

[SForrestLO]

Yes, you can speak to an agent for help on this issue.  This Turbo Tax FAQ will provide you with the steps to contact an agent. Contact an agent

[Meepmeep]

WOW guys! So I just spoke with an agent again and she was able to solve the issue with the online version. So I just had to input the amount from Box 1 into Box 16 "state distribution" (even though on my original 1099-R that I received my Box 16 was blank) and it resolved the error and allowed me to e-file without any issues. All numbers stayed the same for refunds without any issues. Glad an agent was finally able to resolve this and I hope this post helps anyone else that has this issue.