If NY state tax was withheld on the 1099-R and you did not live in any other state in 2021, you may enter the amount from Box 1 as the NY state distribution in Box 16. To do this:
- Go to Federal > Wages & Income > Retirement Plans & Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Revisit.
- Select Edit next to your 1099-R. After confirming the payer information, report the same amount in Box 16 as is reported in Box 1 Gross Distribution. TurboTax will determine the taxable portion for state taxes based on the follow-up questions so be sure to answer them all before continuing.