Why is my electronic filing being rejected because Turbotax tells me that my 1099R form New York State withholdings (Box 14) exceed the gross distribution (Box 1)?

How do I override an obvious glitch. Turbotax will not send my completed tax forms, because it tells me "Please check this entry. Form 1099-R (Charles Schwab & Co., Inc.) Box 14a For electronic filing, New York State withholdings can not be greater or equal to gross distribution or state distribution." This is false. The gross distribution in box 1 is $61,396.12 The state tax withheld in box 14 (There is no letter "a") is $4234.72 Even if I change the amount in box 14 to only one dollar, the box still gets flagged. How is this possible? Better still, what is the fix?

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1 Best answer

Expert Alumni

Apr 5, 2025 5:42:37 AM

Try entering the amount shown in box 1 in the state distribution box 16. This should clear the error and allow you to file without it affecting your actual tax return.

Expert Alumni

Apr 5, 2025 5:42:37 AM

Try entering the amount shown in box 1 in the state distribution box 16. This should clear the error and allow you to file without it affecting your actual tax return.

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Why is my electronic filing being rejected because Turbotax tells me that my 1099R form New York State withholdings (Box 14) exceed the gross distribution (Box 1)?