Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 3, 2019 11:10:20 AM

I had to take 2 RMD (required minimum distributions) in 2018. Two Form 1099Rs were issued. However, only 1 of the forms were transferred to my New York State return.

0 1 428
1 Best answer
New Member
Jun 3, 2019 11:10:21 AM

Please disregard my question.  Sorry I don't know how to delete the question.  I figured out why it wasn't appearing.  I believe that in the worksheets that are filed, only the Forms 1099R with state tax withholding are submitted.  I only had state withholding on one distribution; that was the one that was transferred from the Federal return. Since there was  no withholding on the second distribution, that form was not transferred.

1 Replies
New Member
Jun 3, 2019 11:10:21 AM

Please disregard my question.  Sorry I don't know how to delete the question.  I figured out why it wasn't appearing.  I believe that in the worksheets that are filed, only the Forms 1099R with state tax withholding are submitted.  I only had state withholding on one distribution; that was the one that was transferred from the Federal return. Since there was  no withholding on the second distribution, that form was not transferred.