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dhyen
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  • @SteamTrainI just checked my 2019 1099-R and it had the same situation. State tax withheld was equal to Gross distribution, and TurboTax didn't have an issue wi...
    dhyen
    Updated Apr 14, 2023
  • @JulieS yes, the amount in Box 14a is exactly the same as the amount in Box 1 on my Form 1099-R. The error message says: "Form 1099-R (CHARLES SCHWAB & CO., INC...
    dhyen
    2
    Updated Apr 14, 2023
  • @SteamTrainthe 1099-R is from an inherited IRA, and my financial planner applied all of the RMD to my state taxes. I think that's why the amount in Box 14a is t...
    dhyen
    Updated Apr 14, 2023
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