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Error on New York retirement forms?
My main New York State form (IT-201) appears to be accurate. However, NY requires that an IT-1099R (with the same info as the Federal 1099R forms) be attached. I had three 1099R's, the first one is correct on the printed copy of my NY return but the second two are blank.
Also, there seem to be several errors on the printed NY Pensions/Annuities/IRAs Worksheet where the taxable state amounts are incorrectly shown as different from the Federal amounts. These are mostly due to incorrect handling of rollovers and QCDs. Since the correct amounts are on the IT-201, these errors are irrelevant
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‎January 28, 2022
5:25 PM