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I’m haveing an issue with the 1099-R Box 12a issue. I don’t have a 12a, just 12 and box14-17 is empty..cant file unless this is fixed. ANy way to fix this?

Forum|Forum|7 years ago
June 6, 2019
5 replies
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Best answer by macuser_22

A blank box 14 is deemed to be the same as box 1. For some reason NY does not like that and wants a value in box 14. Just but the box 1 amount in box 14 and that should satisfy NY.

macuser_22

Employee

12a is just box 12 for the first state.

Is there an amount in box 12 on your 1099-R?
Is there a state ID and payers tax number in box 13?
What state?

**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.**

D

dmthomas29Author

Thank you so much....It worked! 🙂

D

dmthomas29Author

Only an amount in box 12 Box 13 has the State/Payers tax no...which is input correctly ....NY

macuser_22Answer

Employee

A blank box 14 is deemed to be the same as box 1. For some reason NY does not like that and wants a value in box 14. Just but the box 1 amount in box 14 and that should satisfy NY.

**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.**

A

awalts15

On my 1099R box 14 has a sum of NYS tax withheld. I entered that as instructed. At the end of the process to FILE- it says there's an error with my BOX 12A for Electronic filing. NYS withholdings can not be greater than or equal to gross distribution or state distribution. Only way to move forward is to remove what is accurate in box 14. not sure how to proceed

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Newk

Having the same exact problem. Did you get it resolved?

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awalts15

It looks like NYS requires to file by mail in this instance. Very annoying. That being said you must file by mail on both State and Fed. Its either none or all option. I would keep your withholdings as stated on your 1099R and leave 12-a blank and continue to file by mail.