KrisD15
Expert Alumni

After you file

Are there other beneficiaries? If so, the 20,000 limit is split between you all. 

Additionally, the exclusion is only on the amount of the distribution that is included in your Adjusted Gross Income for that year. 

 

Do either of these requirements answer the fact that the amount on your New York return is different than the total distribution? 

If not, can you provide any more details concerning your situation?  

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