ErnieS0
Expert Alumni

State tax filing

New York follows federal rules for CARES Act IRA distributions, i.e. the income will be included in New York adjusted gross income in the same year it is included in federal adjusted gross income. If you elected to spread your distribution out over three years for federal, NY will pick up the same amount.

 

If something does not look right, go back and checked the 1099-R section.

  • Type 1099r in Search in the upper right
  • Click Jump to 1099r

 

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