Retirement tax questions

The page to allocate the retirement to distributions will be on the Federal side and can be reached as follows:

Go back to the Federal section of the program. 

1. Select Income & Expenses 
2. Select "IRA,401(k), Pension Plan Withdrawals (1099-R) 
3. Select "Edit" under the appropriate 1099-R form 
4. Proceed to answer through the screens until you see "Select Your State".  (You should see this after enter your details from the 1099-R, and the question asking if you are a public safety officer. 

 Make sure you have selected New York as shown in the picture below.