DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Yes. It could be a software glitch in the program because I checked this NYS source and looked under non-qualified annuities, and the taxable portion of the annuity should be excluded. The source doesn't give a date and I am unable to find a credible source that suggests otherwise.

 

At this point, I would suggest recording the override and mailing the return in.

 

@MN1957 

 

 

 

 

 

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