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Retirement tax questions
I had covid distribution from 401k in 2020 and everything is good on federal return (no 10% penalty fee, and spread of the taxes on 3 years). However on NY state return there's an issue with that and there is no way to fix it. From my conversation with support I was recommended to follow this solution. The problem is I don't see option 'New York State Employees ' on 'Where is your distribution from?' screen. Here is what I see:
Select the source of this distribution and enter any other New York information. Learn more
Retirement distributions from:
- US Government (including military)
- New York State and City Education
- Certain public authorities
- NYC Variable Supplemental Funds (VSF)
- Certain annuity funds
- Other Pensions of New York State and Local Governments
Retirement distributions from:
- New York State and City Education (optional retirement program)
- IRA rolled over from a former government pension
Not eligible for exclusion for those over age 59 1/2
None of the above (select for deferred compensation 457 plans)
‎February 27, 2021
3:47 PM