welchr965
New Member

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.