That's hard to say, but go ahead and remove, and then re-enter, the information from this Form 1099-R in TurboTax. To do this in TurboTax Online: Select Tax Home in the left pane On the Hi, let's keep working on your taxes! screen, select the dropdown on the right side of the Income & Expenses box, then select Continue, Review/Edit or Pick up where you left off Select Edit/Add next to IRA, 401(k), Pension Plan Withdrawals (1099-R) On the Review your 1099-R info page, locate the financial institution associated with the 1099-R that the message is related to Select the trash can icon to the right Answer Yes on the Are you sure you want to delete this 1099-R? popup Back on the Review your 1099-R info page, select + Add another 1099-R Re-enter the 1099-R data

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mcdoor

Solved

Why is program is saying that Box14a of Form 1099-R that for electronic filing NY state withholdings cannot be greater than gross distribution when it is NOT

Forum|Forum|2 years ago
April 2, 2024
2 replies
0 views

No text available

TurboTax Deluxe Online

Best answer by SteamTrain

You need to enter that gross distribution into box 16. (in some cases, I think it should be the value of box 2a, as long as 2a has a non-zero positive value in it, and that it is greater than box 14)

JohnW152

That's hard to say, but go ahead and remove, and then re-enter, the information from this Form 1099-R in TurboTax. To do this in TurboTax Online:

Select Tax Home in the left pane
On the Hi, let's keep working on your taxes! screen, select the dropdown on the right side of the Income & Expenses box, then select Continue, Review/Edit or Pick up where you left off
Select Edit/Add next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
On the Review your 1099-R info page, locate the financial institution associated with the 1099-R that the message is related to
Select the trash can icon to the right
Answer Yes on the Are you sure you want to delete this 1099-R? popup
Back on the Review your 1099-R info page, select + Add another 1099-R
Re-enter the 1099-R data

SteamTrainAnswer

Employee

You need to enter that gross distribution into box 16. (in some cases, I think it should be the value of box 2a, as long as 2a has a non-zero positive value in it, and that it is greater than box 14)

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