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State tax filing
Can you provide more details? How much did you take as a distribution from the IRA and if applicable other pensions?
NY let's you exclude up to $20,000 of retirement income. Are your IRA and pension totals above that?
Did you enter all your 1099-R's? Is it possible it is excluding the IRA as this is the only one you have entered?
‎January 16, 2024
7:08 AM