Retirement tax questions

@sasann 

 

No...not the name of the fund....the actual selections.

______

For instance, NC where "None...." would be your selection:

1099R_NorCar_2021.png

______________

____-____________

OR NY shows something like the following, where "None....."  or even "Not Eligible...." might also be appropriate (depending on your age):

 

1099R_NewYork_2021.png

_______

 

 

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