PATM1957
New Member

State tax filing

Hi 

Sorry again to be a bother with this, but I don't think it is set up correctly yet, perhaps I am reading wrong. I have entered 3 1099-R's. See the screen print below. The $21,300 & the $5360 are NOT Exempt from NYS Taxes. The $35,651 IS EXEMPT. 

 

A448853C-54D6-499E-B361-78265B43B59C_4_5005_c.jpeg

I selected this for the source as you suggested and that's where the $1050 tax refund came from. I also put in the FULL amount in box 1, not the from 2a.

 

26B54349-51FE-452B-83FF-AFFE00BF2F8F.jpeg

But I think it is still not correct. I see a $20,000 state deduction, not the 35,650.56. See below. Any help would be welcomed! thank you!

 

0439E8D4-3757-4591-9D28-4A80C2381CF3_4_5005_c.jpeg