If a positive Superannuation income stream Tax withheld amount or an assessable amount from a capped defined benefit income stream is present, then at least one of the following fields must also have a positive value:
Superannuation income stream taxable component taxed element
Superannuation income stream taxable component untaxed element
Superannuation income stream tax-free component
Superannuation income stream lump sum in arrears taxable component taxed element
Superannuation income stream lump sum in arrears taxable component untaxed element
Superannuation income stream lump sum in arrears tax-free component
The ATO’s SBR validation requires all relevant taxed, untaxed, or tax-free fields to be populated when tax withheld or capped defined benefit amounts exist.
To resolve:
Review the Annuities/Superannuation Income Streams schedule.
Ensure no required fields are blank.
Remove any zeros that were incorrectly entered.
If you need further clarification, contact the ATO for guidance.
