PBD1
Level 1

Retirement tax questions

4/10/2022:  SteamTrain, thank you SO much for your additional comment!  I live in NY.  My uploaded 1099-R from our financial company showed our (voluntary) withholding of estimated NYS taxes in Box 14 but showed "$0.00" in Box 16 State distribution.  (Traditional IRA to Roth IRA conversion)  Employee Tax Expert LenaH's post gave me hope but YOUR reply was EXACTLY what I needed to see!  I entered the same dollar amount from Box 1 into Box 16 and SUCCESSFULLY e-filed both our Federal and NYS returns!  Again, thank you!  🙂