State tax filing

Revisit your 1099-R entries in the federal section.

 

Once you enter the 1099-R, there is a follow up question about NY.

 

I suspect you selected the option for "no exclusion" but didn't realize the rest of the sentence said- for those over 59.5. You want the no exclusion at all option. (From memory I think it is the bottom one).

 

I have presumed here that you are not over 59.5 in 2023, as you are certain it is taxable.