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Level 2
February 17, 2025
Question

Technical Issue on 1099

  • February 17, 2025
  • 1 reply
  • 9 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!

1 reply

VolvoGirl
Level 15
February 17, 2025

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
February 17, 2025

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?

VolvoGirl
Level 15
February 17, 2025

Yes, actually If you have withholding in box 14 then for box 16 enter the same amount as in box 2a. If box 2a is blank use the amount from box 1.