I received a lump sum IRA distribution from a deceased relative, I had state and fed taxes taken out. what do I put down for source of dist.?

She was over 80 and never took any money out. when I go to file I receive this "Box 12a for electronic filing, NYS withholdings can not be greater than or equal to gross distribution or state distribution. I can't even find a box a on the 1099-R

295

Expert Alumni

Feb 8, 2021 11:25:13 AM

I am guessing NYS is New York State withholdings. I reviewed information on the New York state web site and the IT-201 will not be ready till mid February. If you are trying to file a New York State return, I would recommend waiting till mid-February before you submit your return.

Click Here for a link to the New York State Dept of Taxation web-site.

Click here for State Form Availability in TurboTax.

The pandemic has affected your taxes in many ways. Including reporting in TurboTax the amount of stimulus money you received. Click Here for more information on how the Pandemic affected your 2020 taxes.

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I received a lump sum IRA distribution from a deceased relative, I had state and fed taxes taken out. what do I put down for source of dist.?