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152718rag
March 25, 2023
Question

I'm getting a fix on state with holdings can not be greater or equal to gross distribution. I've retyped the amount 10 times.

  • March 25, 2023
  • 1 reply
  • 0 views
Turbotax won't let me efile until I "fix this.  Nothing to fix now I'm stuck and cant file my state tax until federal is efiled  

1 reply

SteamTrain
SteamTrain
Employee
March 25, 2023

@152718rag 

For a few states, like NY...it won't let you move on unless the is a $$ amount in box 16 of the 1099-R...even if it is empty on your actual 1099-R.

 

SO, if there is an actual $$ amount in box 2a  (not zero, nor empty), enter that $$ amount in box 16.

If box 2a is empty/undetermined, then you use the Federally-taxable amount of box 1...which is usually just box 1.....into box 16 as the state distribution amount.

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