SamS1
Expert Alumni

Retirement tax questions

I found this update to the NY pension exclusion.  It looks like there is a work around to get the error to clear.  Follow this link to review the work around.

 

The 1099 Series are informational reporting forms submitted to the IRS by third parties. The IRS then matches the form information to your tax return to insure all income is reported and taxed.  If you do not include a 1099 received from a third party on your tax return, you will receive a notice from the IRS asking why. This is the CP2000 matching notice.