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Get your taxes done using TurboTax
@DianeW777 , here may be the issue... Going back to my federal entries about this pension, the instructions for boxes 14-16 state "If box 16 has the word 'Exempt' in it, leave it blank here." The NY 1099-R states, specifically: Box 14: "EXEMPT", Box 15: payer's state number, Box 16: "NY". What I see in my data for this federal sections is that TT federal plugged in my box 2a amount into box 16. Perhaps the instructions could be a little better worded, since they don't match the 1099-R language.
‎February 10, 2021
9:59 AM
4,467 Views