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March 3, 2021
Question

It says box 14a cannott be greater or equal to state distributiion but $60 is less than that.. how can I efile it?

  • March 3, 2021
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macuser_22
Employee
March 3, 2021

NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.

Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
frankhegAuthor
March 3, 2021

thank you for that suggestion... it worked and we efiled