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Retirement tax questions
Go into the NY program and you will have to enter your share of the inheritance.
Follow these steps:
- Go through NY to Changes to Federal Income screen
- Select Received Retirement Income
- Retirement Distributions summary screen, select Edit next to inherited form
- Enter the taxable amount, continue
- Were you a beneficiary? Select yes
- Enter information required
See another post of mine here for help using the worksheet.
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March 6, 2024
4:25 PM