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Retirement tax questions
Thank you for your response. However, as I noted in my question the pension income was reported on a W2 (non-qualified plan) not a 1099R. So, what you suggested was fine for the portion that was reported on a 1099 and flowed through to the NY state form fine. They only solution I see is to override and mail in the state taxes, as I can not efile with an override.
‎April 9, 2025
7:42 AM