Retirement tax questions

@therileys05 

 

Depends on what state is involved...and you said nothing about which state is involved.

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For instance...for IA, it isn't removed until you go thru the IA interview questions, where you enter the $$ from box 1.

 

Other states vary as to where it is dealt with...sometimes on a follow-up page just after the 1099-R Federal entries...sometimes in the state interview section, but only AFTER all the Federal entries for everything else has been filled out.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*