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Level 2
March 27, 2024
Question

Is someone fixing the error showing up this year on the 1099-R worksheet in box 16-1 when there's state tax withheld but no state distribution?

  • March 27, 2024
  • 1 reply
  • 8 views
This did not happen in prior years, and not having a state distribution on a 1099-R is VERY common so why does it error out when you leave 16-1 blank or enter a zero?  Retirees who have DIV or INT income often have state taxes taken out of their 1099-Rs,  so they don't have a large state tax payment in April, but 1099-Rs rarely have a state distribution.  Hoping this is on the "change list" for programming.
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1 reply

Just-Lisa-Now-
Intuit Community Champion
March 27, 2024

I havent had any issues with this, maybe its state specific?   

I always leave the state distribution box empty, Ive never had an error.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪