xyxaa
New Member

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.

xyxaa
New Member

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.  

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