After you enter each 1099-R, there is a screen that asks what the source of the 1099-R distribution is, like the following screen that appears in the Online product for retirement distributions:
Retirement distributions from:
- US Government (including military)
- New York State and City Education
- Certain public authorities
- NYC Variable Supplemental Funds (VSF)
- Certain annuity funds
- Other Pensions of New York State and Local Governments
Retirement distributions from:
- New York State and City Education (optional retirement program)
- IRA rolled over from a former government pension
What did you check off for each of your distributions?
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