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Retirement tax questions
Go back and edit that 1099-R form in the Federal section again.
On a page AFTER the main form (with all the boxes) there is a page asking where the distribution was from, with a list of various state/federal providers. One of those pension types needs to be selected.
AND...the state distribution on that page is NOT a zero. That needs to be the value of box 2a, as long as 2a has a non-zero $$ value in it. IF 2a is empty, or "undetermined" then the State distribution is the same as the Federally-taxable amount of box 1...which is usually just the box 1 value.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
March 15, 2024
10:44 AM