CA 1099-R Tax Withholding Amount Missing

Forum|Forum|2 years ago
March 30, 2024
1 reply
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I have 4 different 1099-Rs on my Federal return, all of which withheld federal and state tax. One is for a qualified pension plan. In this case, the state withholding shows up on my tax payment worksheet; however the other 3, which are IRA distributions, do not show up. I have double checked mounts, state payer's codes and numbers with no success.

I assume they should be reflect in my CA Tax Payments Worksheet but they and not. What can I do to fix this problem?

SteamTrain

Employee

That's a strange one....especially if you checked (i.e. edited each 1099-R) to make sure the State withholding was in box 14 (NOT 16), and that "CA" was in the first half of box 15.

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The only thing I can think of, beyond the above comment, is to delete each problem 1099-R (one at a time) and re-enter each manually. DO not take pictures, do not import, do not upload a PDF. Enter them manually. ("Type it in myself").

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Still a problem? IF using a Windows computer, one person found that downloading and installing the Manual Update fixed some "issues" they were having (yeah, a shot in the dark):

Manually Update TurboTax for Windows Software (intuit.com)

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