Skip to main content
April 17, 2023
Question

I entered a 1099-R but it won’t move forward because it says the state tax withheld can’t be greater than the distribution, but it’s not greater.

  • April 17, 2023
  • 1 reply
  • 0 views
No text available

1 reply

DoninGA
Employee
April 17, 2023

Delete the Form 1099-R and re-enter manually.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

jodivol81Author
April 17, 2023

I tried that but it didn’t work. If I remove the 13 cents it lets me move forward but that’s not what’s on the form. I’m copying it number for number but it thinks the state withheld is greater than the gross distribution but it’s thousands less. 

DoninGA
Employee
April 17, 2023

@jodivol81 wrote:

I tried that but it didn’t work. If I remove the 13 cents it lets me move forward but that’s not what’s on the form. I’m copying it number for number but it thinks the state withheld is greater than the gross distribution but it’s thousands less. 


Delete the Form 1099-R and re-enter the form manually.