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Level 6
March 24, 2024
Question

1099-R state distribution blank. Proseries Pro indicates error

  • March 24, 2024
  • 2 replies
  • 19 views

1099-R had state tax withheld but no state distribution shown.  In the past that was not a problem.  Now the program indicates an error.  Other than over-riding it in order to transmit the return, is there another way to resolve this?

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2 replies

IRonMaN
Level 15
March 24, 2024

Enter the state distribution equal to the taxable federal amount.

Slava Ukraini!
IRonMaN
Level 15
March 24, 2024

When there is WH I have always loaded in a distribution amount for MN.

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
March 24, 2024

Ive never had an error for a state distribution amount not being completed, I always leave them blank.

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Jim-from-Ohio
Intuit Community Champion
March 24, 2024

I know for Ohio returns, recently ProSeries is requring the state distribution amount in cases when there is state withholding tax withheld.