Retirement tax questions

@Helaine 

 

Box 14a just refers to the first line for state boxes 14, 15, 16.

....some folks have a second state line when they move to a new state, and thus the software just refers to them as 14a,15a, 16a....and 14b,15b,16b to make sure they are looking at the correct state line.

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NY is very picky about having a number in box 16, even if it is empty on most-or-many 1099-R forms.

 

Your solution is to put the vaaue of box 1 into box 16....even if it is empty on your 1099-R.

 

(some of us say it should be the value of box 2a if 2a has a non-zero value in it....but the box 1 solution is supposed to work)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*