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My NY tax is zero! Why is line 3 in Part II of Pen Ann IRA Wks blank and instead the expected amounts appear in lines 2a and 2b?
I checked that the page for 1099-R entries is correct.
Last year's worksheet had the numbers in the correct places. and the calculated tax was consistent with previous amounts.
June 6, 2019
3:20 AM
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Retirement tax questions
With guidance from a telephone support person, I learned that the problem was caused by failure to designate the proper exclusion category in the Fed. part of the return.
June 6, 2019
3:20 AM