- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Hi. I discovered the answer! I have to modify the Fed 1099-r (I was trying to modify the State's 1099-R , which was a copy and hence read-only).
Bottom Line: your answer was correct - put Distribution value from Box 1 into Box 14 on the Fed 1099-R, and the it will flow thru to the NewYork state form 1099-R in TurboTax. I did that and TT did not complain (plus I verified it in the generated form) .
Thanks so much for the help!
‎April 3, 2020
1:29 PM