Retirement tax questions

@megalosaurus 

 

Well, if you had provided details in this public forum.....before now, someone could have instructed you to put a certain value in box 16.....(We've been arguing about whether it is box 1 or box 2a.....but may not be critical, one experienced NY-user of he software says it is box 1 ).

 

99% of all issued 1099-R forms do not have a value in box 16...no matter who provides it.

.................what make the $$ in box 16 not taxable in NY...IF from a valid NY-exempt public pension type....is the answer you make to the follow-up page......similar to what is shown in the picture below.

 

IF you haven't actually mailed it in yet, you can still fix it and e-file it...once fixed:

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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.*