Retirement tax questions

@pwhite31 

 

For NY residents, they (NY) are particularly picky......you need to copy the $$ amount from box 2a, into box 16, as long as box 2a has a real non-zero value in it.  You cannot have a value of zero in box 16

...nor can 16 be empty.

 

IF Box 2a is empty/undetermined, you put the Federally-taxable amount of box 1, into box 16 (usually that is just the box 1 value...but not always)

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