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Retirement tax questions
Yes...for NY box 2a$$ into box 16 (As long as 2a has a real $$ value).
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Box 16 being empty seems to be a general industry standard (though there probably are exceptions)
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I have had 1099-R forms from Pacific Life, Fidelity, and Met Life over the years...none of them had box 16 filled in.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎April 4, 2023
2:16 PM