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State tax filing
Facts
1) I have 4 1099-R's - turbotax lets me enter the data for all of them, it calculates my tax correctly for both Federal and NY State tax.
2) NY State requires that a copy of all 1099Rs (as well as W2s) be included in the return.
3) When I create a record of my return (I have not submitted them), only 3 1099R's are printed
the first page has 1099R #1 and #2
the second page has 1099R #3 and 'instructions'
nowhere is 1099R #4 shown.
4 even just creating a pdf or printing NY State form IT-1099-R, only shows three of the 4 1099R content but consistently the instructions in the picture above show beneath the 3rd one.
Please let me know if something specifically is unclear.
Thanks. Thomas Donovan
‎February 14, 2024
9:40 AM