Hi JohnW (after too long a time away),
Thanks for the excerpt from the instructions, and we did have NYS tax withheld from our retirement pay, and hence it makes sense for the 1099-R to be required. My only frustration (I guess) remains w/ NYS itself: Isn't the 1099-R populated during data entry to Turbo Tax sufficient? -Rhetorical Question ;).
Thanks again,
Bill and Aud
