Max65
New Member

After you file

My mistake, we ar working with 2023 Form 1099-R.

Line 1 Gross distribution xxx is monies quickly withdrawn in 2022 when we learned we could not contribute.

Line 2a taxable Amount is zero.

Line 7 distribution codes J,P

Line 16 State distribution is xxx unfortunately... does not indicate nontaxable.

 

So how do we do our state filing to show this was not taxable?+

Turbotax State filing, Int/Div Excl is on form 1, 1-NR/PY Schedule B Line 6:

Line 4 of this form shows Exempt [portion of interest or dividens from a mutual fund which is xxx.

Is this sufficient for filing?  Cannot understand why our state filing portion was "rejected" according to Tiurbotax and there is no explanation or software fix shown.