Hi avin14,
This is our third time having to send in FED and NYS forms due to one reason or another :(
...and I now feel confident in sharing what I have accepted regarding the 1099-R in NYS: It/ They are not required by default.
IF there are circumstances that occurred (Distribution taxes withheld from NYC and some surrounding areas; NYS taxes withheld by the distributing company)
THEN a summary will be generated by T_Tax, and that summary should be included.
For our first mailing, I was incredibly nervous that I couldn't get these generated, but by our third trip around the sun here, I have completely accepted the "File By Mail Instructions" that T_Tax generated for our NYS return:
• Second paragraph of What You Need to Mail starts out w/ "Do not attach copies of federal Form(s) 1099-R to your tax return"
• Further on it states a "Summary of Federal Form 1099-R Statements" are to be attached instead, and that these will be generated automatically when required.
So in summary, I have accepted that T_Tax will generate these summaries if they are needed.
Hope that has helped calm some anxiety,
-Bill
