Retirement tax questions

NY tax department requires a value in box 16, even if empty on your 1099-R.

box 16 should have the value of box 2a entered into it...or the Federally-taxable amount of box  if box 2a is empty or "undetermined"

 

Box 14 would be empty if your paper form says "exempt"

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What makes the actual distribution exempt from NY taxes (only if you still live in NY), depends on what you checked on a follow-up page after the main form....used to look like the following, but selections might have changed some over the years:

 

1099R_NewYork.png

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*