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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.
‎January 15, 2024
6:52 PM