TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

worthmann

Solved

1099-R Box 14a for efiling New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

Forum|Forum|5 years ago
February 27, 2021
9 replies
0 views

Box 1 and 14 are filled in, box 16 is empty. Wont allow me to emfile

TurboTax Deluxe Online

Best answer by LenaH

Box 16, State distribution, is the amount of the Gross distribution (Box 1).

@worthmann

LenaH

If your 1099-R has a state withholding in Box 14, you must enter Line 15 and 16 as well. If your 1099-R does not have a state payer number, it is possible that they do not have one. Not every payer of retirement distributions has obtained payer numbers for every state. You should try and contact the payer for their NY state identification number.

If you are unable retrieve a state identification number, you could enter their federal EIN (as shown under the Payer's TIN box) for your Box 15 input.

Lastly, enter your state for Box 16.

Once complete, you should be able to e-file.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

worthmannAuthor

Line 15 is filled in

Line 16 is empty - what are you suggesting I put in there?

LenaHAnswer

Box 16, State distribution, is the amount of the Gross distribution (Box 1).

@worthmann

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

jfrederickattnet

The vanguard 1099-R has 0 in Box 14(no 14a) and box 16 is empth. Turbotax2020 won't let me file.

MichelleLO

If the amount in Box 14 is zero, leave it blank and just skip over it. Don't enter a 0 for any blank boxes.

@jfrederickattnet

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Cee3

Can't get past it.

Diane471

I have monitory amount in box12 and nothing in box 14 trying to file will no let me says From 1099-R Box 14 a for electronic filing New York State withholdings can not be greater than or equal to gross distribution or state distribution they want me to fix it so I can file electronic how do I do that?

SteamTrain

Employee

@Diane471 The people who issued that 1099-R have used an improper formatting for the boxes numbered 12 and higher. TTX is using the proper 2020 box numbering for boxes 14,15,16 on the 1099-R, and NOT your 12,13,14

The box 12 $$ in your form, go into the TTX software's box 14. Your 13 goes into TTX's 15, Then you put box 2a $, or box 1 $ into box 16.......or if you are going thru the interview....into the State Distribution amount. (normally it is the $$ from box 2a, if box 2a has a real value in it.....otherwise, the Federally-taxable amount from box 1...which is usually, but not always, the $$ in box 1).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Rich12341269

I'm having the same issue. NY state filer. TT imported the data from Vanguard and I've tried blanks in 2a,14 and 16. I've also tried 0 in all 3 boxes and no luck. My personal data for all boxes mentioned are 0s. Suggestions?

Not to be snotty, but... You guys have known about this for a few weeks now. Is there any chance you can issue an update? There are plenty of people having this issue.

I buy your software to make filing my taxes easier, not harder..

Abu Sillah

Name: Abu Sillah, Cell# [phone number removed], Email: [email address removed]

The system will not allow me to (e)file:

I get this message:

1099-R Box 14a for (e)filing New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

On my my form: 1099-R there are fields that are not compatibles with Turbo Tax entry form:

example, Box 14a.

I have filled box #1, 2a, 3(0.00), 4, 5, 6(no entry), 7(cod=7), 8(no entry), 9a(no entry), 9b(0.00), 10(no entry), 11(no entry), 12(no entry), 13(no entry), 14[state tax withheld](EXEMPT), 15[state/payer's state no:(69-0210001), 16[state distribution](NY)

macuser_22

Employee

@Abu Sillah wrote:

Name: Abu Sillah, Cell# [phone number removed], Email: [email address removed]

The system will not allow me to (e)file:

I get this message:

1099-R Box 14a for (e)filing New York State withholdings can not be greater than or equal to gross distribution or state distribution (nothing in box 16 on my form).

On my my form: 1099-R there are fields that are not compatibles with Turbo Tax entry form:

example, Box 14a.

I have filled box #1, 2a, 3(0.00), 4, 5, 6(no entry), 7(cod=7), 8(no entry), 9a(no entry), 9b(0.00), 10(no entry), 11(no entry), 12(no entry), 13(no entry), 14[state tax withheld](EXEMPT), 15[state/payer's state no:(69-0210001), 16[state distribution](NY)

ONLY dollar amounts are permitted in box 14. Leave all boxes 14-16 BLANK.

(14a & 14b just allow for two states).

**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.**

jarocho

I experienced this issue today. Make sure the client has entered the state distribution amount, not just the witholdings amount. It should correct the issue after that.

WH80

I have 0.00 state withheld. TurboTax will not file my return, please fix.

DoninGA

Employee

@WH80 wrote:

I have 0.00 state withheld. TurboTax will not file my return, please fix.

If there were no state taxes withheld in box 14 of the Form 1099-R then leave boxes 14, 15 and 16 blank.

WH80

I did and it didn't work. Still comes back to 14a with blank line highlighted. Please fix.

mg1949

I solved this problem today. My 2021 return had 3 1099-R forms entered. This year my retirement company issued only two such forms. I "amended" forms 1 and 2 with the 2022 info, and always got the error when trying to file. Today, I went back and "deleted" form #3, which I had neglected because I only had 2 forms this year, and immediately was able to file my NYS return successfully. So if you are in this situation here is what worked for me.

mg1949

New Member

2 seconds ago

mg1949

New Member

2 seconds ago

I solved this problem today. My 2021 return had 3 "1099-R" forms entered. This year my retirement company issued only two such forms. I had already "amended" forms 1 and 2 with the 2022 info, and always got the error when trying to file. Today, I went back and "deleted" form #3 (which I had neglected because I only had 2 forms this year) and immediately was able to file my NYS return successfully. So if you are in this situation here is what worked for me.

dssommers

On 1099-R box 1 & 14 have amounts but box 16 doesn’t thus not allowing to electronic submission. I keyed in box 16 the same amount as in box 1 is that correct and let me submit electronically.

dlbrook

In my case, box 16 was blank (although the NY distribution should have been the same as the federal), and box 14 was blank (there was no state withholding.

I filled in 0.00 in box 14 -- not accepted.

I added the NY distribution (same as the federal, even though left out in the 1099-R. STILL WOULD NOT FILE.

I then came here to search for a solution, to what appeared to be a TURBOTAX BUG (why would it not accept a zero withholding with a much greater NYS distribution, saying that the withholding could not be greater or equal to the NYS distribution??

Well, I went back and tried AGAIN (after doing exactly the same thing at least a dozen times), --AND THIS TIME IT FILED!

I guess the moral to my story is "try, try again," even though the problem appears to be a TURBOTAX bug, refusing to file when all the boxes were correctly filled out (0.00 withholding, a correct NYS distribution and a correct NYS code number in box 15).

I guess it just got tired of complaining and filed it!

rickbarg

I also had this problem. Will NYS see the excess that I had withheld and give it to me or do I need to file an ammended return?