Hi, I got a small death benefit from my mom last year. I received a 1099-R which shows the gross distribution, taxable amount, Fed tax withheld, etc. The form came from NY, where she worked. I live and pay taxes in CA.
My questions: TT states: if Box 16 has the word EXEMPT in it, leave it blank here.
On my form, Box 14 (not 16) shows "EXEMPT" and Box 16 shows "NY" - so do I leave that section blank in TT (the State Info section - boxes 14 - 16)? Box 15 shows the State ID # which is not the same as the Payers TIN - do I add that in TT?
I'm guessing I just leave the entire "State Info" blank in TT but wanted to make sure, thanks.
Thank you.
