AmyC
Expert Alumni

Retirement tax questions

Go into the NY program and you will have to enter your share of the inheritance. 

Follow these steps:

  1. Go through NY to Changes to Federal Income screen
  2. Select Received Retirement Income
  3. Retirement Distributions summary screen, select Edit next to inherited form
  4. Enter the  taxable amount, continue
  5. Were you a beneficiary? Select yes
  6. Enter information required

 

 

See another post of mine here for help using the worksheet.

 

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"