Troubleshooting Common Errors & System Limitations

IMPORTANT: This is not to be used as tax advice. Please see the IRS instructions for Form 1099-R or IRS Publication 575 Pension and Annuity Income for more information. *This is not a complete list of possible issues. Only the most common issues or errors.

Common Issues

Any Errors will generate once "Save & Continue" is selected.
You will be unable to Save the Form 1099-R until the error is corrected.
Depending on the issue creating the system error, most errors can be corrected but not all. (See system limitations below for such cases).

Issue #1:

Form 1099-R does not have a Taxable Amount (Box 2a).

You must enter the Taxable Amount in the Overrride for Taxable Amount field listed below. You may need to scroll down to see this field. If the actual taxable amount is zero, you may enter that in this field. Once you have entered a value in the Override for Taxable Amount field, select "Save and Continue".

Issue #2:

The distribution is not carrying over to the correct place on tax return.

Depending on the issue, please double-check the Distribution Code entered in Box 7 and the IRA/SEP/SIMPLE Checkbox.

If you selected the IRA/SEP/SIMPLE Checkbox, then you will need to scroll down and select an option for Type of IRA.

Issue #3:

The Distribution income missing from state return.

Check the correct state has been selected for the Form 1099-R.

Issue #4:

The amount entered for Insurance Premiums for Retired Public Safety Officers is not being deducted from taxable distribution total.

- Box 7 has Code 1 entered. Code 1 does not qualify for this.

System Limitations

Federal Withheld cannot be more than the Taxable Amount.

- You will not be able to use this system if Federal Withholding is more than the Taxable Amount in box 2a.

Report abuse