- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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."
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
February 1, 2022
3:26 PM