Technical Issue on 1099

Forum|Forum|1 year ago
February 17, 2025
1 reply
1 view

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?

mcullen3

Level 2

Is someone still looking into this?

Update: I was able to connect with an agent via telephone who was able to troubleshoot and resolve my issue.

I have the exact same problem: State tax shouldn't be greater than gross distribution. Could you perhaps describe the steps that fixed the problem or give the tech support number. Thanks