DanaB27
Expert Alumni

Retirement tax questions

TurboTax is working hard to incorporate this new form into all the states in TurboTax. Please see Why am I getting a “Check this Entry” message blocking me from filing my State return? for the latest updates on the issue.

 

Please be aware, New York State follows the federal treatment in regards to the COVID retirement distribution. The income will be included in New York adjusted gross income in the same year it is included in federal adjusted gross income. (New York State tax implications of the federal CARES Act)

 

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