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Retirement tax questions
Yes. Per NYS, reject code R0130 is NYC withholding on Form IT-203 (Line 63) does not equal withholding statements or it is an invalid locality.
It appears that both are correct on your return. You have NYC withholding on the $150,000 pension and your W-2 wages. For the W-2 wages, please round NYC withholding to $1,956 instead of $1,955.86. For some reason, New York may be rejecting the return because the total NYC withholding equals $7,676.86 instead of $7,677 which is on Line 63 and would match IT-2 (Copy 1).
If this fails to work, then I suggest you delete the 1099-R in question and the W-2 and reenter the information.
@thomasmon1956-gm
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March 30, 2022
4:26 AM