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January 29, 2025
Question

Finished fed and state return, but issue with a 1099-R. There is no issue

  • January 29, 2025
  • 1 reply
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Issue says tax withheld cannot exceed gross distribution. It doesn't. Won't let me e-file

    1 reply

    January 29, 2025

    If you have entered information from Form 1099-R in your Federal return and there are state taxes withheld in box 14, try entering the same number shown in box 1 in box 16.  You will make this change in your Federal return, not in the state return.  Sometimes state withholdings are reported on Form 1099-R when there is no state distribution amount shown on the form and an error can be the result.

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