Sorry to jump in, but I had an RMD on a small account and the distribution was $115.67. I asked Vanguard to withhold the entire amount as a NY State tax deduction.
Now I can not E-File because box 14 (State Tax withheld) EQUALS box 16 (State distribution). I did not have to withhold the entire amount; I could have done this any other way. Why (rhetorically) is this a problem???
Anyway, I am guessing (because I am getting refunds) that maybe I will have to ask for an extension and sort this out tomorrow. Woof.
Any suggestions. Thanks in advance
