Technical Issue on 1099

Forum|Forum|1 year ago
February 17, 2025
1 reply
23 views

I am having an issue reviewing my second 1099-R. When I click the “continue” button, I get the following error under state tax withheld (box 14): State tax shouldn’t be greater than gross distribution. It is not and is in fact hundreds less than the gross distribution. This error creates a hard stop and won’t let me progress. When I call the TurboTax number, it says I have to pay money to upgrade which is ridiculous considering that it is a technical issue. I did find another post with the same issue and it seems that their workaround was to submit the 1099-R without reviewing, but I don’t want to do that in case it affects anything on the backend. Please help!

TurboTax Free Edition Online

VolvoGirl

Level 15

Do you have an amount in box 16? If you have withholding in box 14 then for box 16 enter the same amount as in box 1.

SunnycAuthor

Level 2

On my physical 1099-R form box 14 has an amount but box 16 is blank. Should I still enter the amount from box 1 for box16?

SunnycAuthor

Level 2

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

Sign into your online account.
Locate the Tax Tools on the left-hand side of the screen.
A drop-down will appear. Select Tools
On the pop-up screen, click on “Share my file with agent.”
This will generate a message that a diagnostic file gets sanitized and transmitted to us.
Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

Open your return.
Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
This will generate a message that a diagnostic copy will be created. Click on OK and the tax file will be sanitized and transmitted to us.
Please provide the Token Number (including the dash) that was generated in the response. Because our system sometimes filters out these numbers believing them to be PII, if you can provide the number from a screenshot, it may expedite our review.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

Thanks. The token number is 1273809.