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State tax filing
If you entered all of your Forms 1099-R and your income and taxes are calculated properly (including all Forms 1099-R) than TurboTax has included them all in your income. You are e-filing your NYS tax return, correct? They will be transmitted to New York State correctly. You do not need to mail them.
Have you tried previewing your return to see if all Forms 1099-R have been properly input and are included in your income?
You can do this as follows:
You can view your entire return or just your 1040 form before you e-file in TurboTax online as follows:
- Sign in to your TurboTax account.
- Open or continue your return.
- Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner).
- With the Tax Tools menu open, you can then:
- Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first).
- View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.
You can preview your return in the TurboTax Desktop software by following these steps:
- With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
- In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
- Scroll down to view all the forms if you choose to preview multiple forms.
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‎February 14, 2024
12:36 PM