1099R

Forum|Forum|4 years ago
April 3, 2022
2 replies
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I have a 1099R from Fidelity which correctly documents my withdrawal amount, Federal withholding, and State Withholding, but TurboTax won't allow me to proceed because it says that the amount in Box 14 (State Withholding) cannot be larger than the amount in Box 16. This was not a problem on last year's return - I used Turbo Tax then as well, and Box 14 had the correct amount, and Box 16 was blank. I called Fidelity and they said that Box 16 is optional. I cannot adjust Box 16 and am stuck, unable to file electronically. Can anyone help with this?

LeonardS

As Fidelity stated Box 16 is optional and from your post in past years Box 16 was blank. To alleviate your problem just leave the optional Box 16 blank.

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ken hannanAuthor

That worked last year, but this year I am stuck in a loop where TurboTax does not allow me to finish the return. It says "Form 1099-R (NATIONAL FINANCIAL SERVICES LLC as agent for): Box 14a For electronic filing, New York State withholdings can not be greater than or equal to gross distribution or state distribution." I think this is a Turbo Tax software error, where a programmer prohibits the completion of the return due to Box 16 being blank. My only alternative would be to print everything and mail it in, which I would prefer not to do. I am hoping to bring this to someone at Intuit's attention and get it fixed. I can't be the only person experiencing this problem.

AnnetteB6

If your Form 1099-R does not have an amount in box 16 for a state distribution, but there is an amount in box 14 for state tax withheld, then the review message thinks there should be something in box 16.

Entering the box 1 amount into box 16 should clear the review message without changing your tax return.

@ken hannan

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