MarilynG1
Expert Alumni

Retirement tax questions

Are your Federal 1099-R amounts showing correctly?

 

Click this link for more info on QCDs and Rollovers you may find helpful.

 

Info at tax.ny.gov says, 

 

"General instructions Who must file this form – You must complete Form IT-1099-R, if you file a New York State income tax return and you received 1099-R statements that show New York State, New York City, or Yonkers withholding."

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