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Retirement tax questions
The 2nd page has a list of the contract numbers with Gross Distribution, Employee Contribution, Taxable amount, Federal Withholding, State Distribution and State Withholding.
The Taxable Amount and State Distributions are the same.
I have not received a letter or Statement indicating the separate breakdown this year. I know from previous years which contract numbers are taxable in NY and which are exempt.
From the information I have I can construct "1099-R" for each contract but how do I file this or indicate this in turbotax?
‎January 24, 2023
12:59 PM