Roger in NY
Returning Member

Retirement tax questions

NOT HELPFUL

Please read the Q carefully

assume that 1099-R shows 1,000

this full amount is taxable for IRS, but only 600 of it is state taxable

if I state that source is CUNY, then it reduces state income by full 1,000

If I state that it is not, then it does subtract the 600

Turbotax either subtracts the full 1,000, or nothing on its own, without allowing me to subtract only a portion of the amount.

It does NOT ALLOW subtracting only a portion of the amount on the worksheet

and yes I tried erasing ans re-entering data, same thing. Turbotax assumes and locks me into either all or nothing