RaifH
Expert Alumni

State tax filing

If there is an amount withheld for NY state taxes in Box 14a and there is no other state listed in Box 14, then you can use the gross distribution in Box 1 as the state distribution in Box 16, as @macuser_22 advised.

 

If the distribution is partially or fully tax-exempt in NY, that will be determined through the follow-up questions.

 

@evanauken