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On the the NY state form IT-1099-R, TurboTax is only generating a record for 3 out of 12 of my 1099-R statements. How can I get it to generate a record for all of them?
I believe TurboTax may not be generating an IT-1099-R form for those 1099-R statements on which the state tax withheld is zero or blank. How can I get TurboTax to produce an IT-1099-R form for those 1099-R statements? Am I required to file an IT-1099-R form with NY state when the state tax withheld is zero or blank?
Note: I am using TurboTax Premier 2023 (desktop version).
Note: I am using TurboTax Premier 2023 (desktop version).
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March 26, 2024
6:28 PM