Thanks @ReneeM7122 , I'm going through the 1099-R in TurboTax and there are a few fields I'm unsure of how to answer. Any chance you can help clarify? see summarized questions below followed by the multiple choice options beneath.
(1)Where is your distribution from? - no idea on this one.
(2)What year is on your 1099-R? (must choose between 2020 and 2021)
(3)Do any of these situations apply to you? - not sure?
(1) Where is your distribution from?
Select the source of this distribution and enter any other New York information. Learn more Option1:
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
Option 2: Retirement distributions from:- New York State and City Education (optional retirement program)
- IRA rolled over from a former government pension
Option 3: Not eligible for exclusion for those over age 59 1/2
Option 4: None of the above (select for deferred compensation 457 plans)
(2)What year is on your 1099-R?
Check your form for the year. It might not be the year your contribution was made.
(3)Do any of these situations apply to you?
I need to file a substitute 1099-R
The corrected box is checked on this 1099-R
