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I had to take 2 RMD (required minimum distributions) in 2018. Two Form 1099Rs were issued. However, only 1 of the forms were transferred to my New York State return.
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June 3, 2019
11:10 AM
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Retirement tax questions
Please disregard my question. Sorry I don't know how to delete the question. I figured out why it wasn't appearing. I believe that in the worksheets that are filed, only the Forms 1099R with state tax withholding are submitted. I only had state withholding on one distribution; that was the one that was transferred from the Federal return. Since there was no withholding on the second distribution, that form was not transferred.
June 3, 2019
11:10 AM