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Retirement tax questions
Yes my address is in New York on my return. I did figure it out. The data for the W-2 and 1099-R did not show up on the New York Summary because they did not have NYS tax withheld. Reading the instructions for the summary of W-2 and 1099-R form, it says to list those documents where NYS income tax was withheld. Since there was no withholding, they don't need listed.
‎April 14, 2020
11:27 AM