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February 16, 2025
Question

Why am I getting blocked from submitting a NY return because a 1099-R has state tax withheld in block 14, but no value in block 16?

  • February 16, 2025
  • 1 reply
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I'm being blocked from e-filing by Turbotax because Block 14a of a 1099-R having NY wtihholdings can not be greater than or equal to gross distribution or state distribution (Block 16). I'm submitting partial year returns for two states. We moved to VA from NY on Jan 17,2024. Block 14a shows taxes paid for both states, but nothing for block 16 for either state. How do I resolve this?

    1 reply

    February 16, 2025

    Try putting the amount shown in box 1 of your Form 1099-R into box 16.  This should resolve the error condition without affecting your actual tax returns.

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