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Retirement tax questions
1. How do you know it is defaulting to a federal pension?
2. Did you indicate that you lived in NYS before entering this 1099-R?
3. Generally in the 1099-R interview after you enter the data off the form, TurboTax notices what state you live in and asks you follow-up question like, what is the source of this pension? Did you see that?
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‎January 30, 2024
7:13 PM