Retirement tax questions

Follow these steps.

For TY 2024, on the federal side, you will select qualified plan, not disaster, periodic, cashed it and other answers along the way.

The state section is where the changes take place.

Federal

In the NY program, go thought until you reach Changes to Federal Income.

Select  Received Retirement Income

You have to select Edit to your retirement distribution

Enter the taxable portion. If all of it is nontaxable, enter zero.

Select Done

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