Retirement tax questions

@Betty9568 

 

That's OK.    Just set it, work your way out to the table of 1099-R forms, and don't go back.

 

Several states have multiple selections that all point to the exact same exemption code in the underlying State tax forms. There is nothing in the actual submission that specifically says Military, or NYS Teacher's 1099-R....thus a military pension gets the same exempt-from-tax status as NYS Teachers....but the US Govt/Military selection is at the top of the list. 

 

Yeah...would be great if the software would "keep" that selection and stop driving people nuts.

 

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