BillM223
Expert Alumni

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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