On the the NY state form IT-1099-R, TurboTax is only generating a record for 3 out of 12 of my 1099-R statements. How can I get it to generate a record for all of them?

I believe TurboTax may not be generating an IT-1099-R form for those 1099-R statements on which the state tax withheld is zero or blank. How can I get TurboTax to produce an IT-1099-R form for those 1099-R statements? Am I required to file an IT-1099-R form with NY state when the state tax withheld is zero or blank?

Note: I am using TurboTax Premier 2023 (desktop version).

2506

Expert Alumni

Apr 3, 2024 10:51:30 AM

No, you only need to include forms with NY withholding on them. The income from all the 1099-R forms are included in federal income and transferred to your NY return. The NY withholding (which is not included with your federal return) is what gets added to (subtracted from NY income) your NY return.

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On the the NY state form IT-1099-R, TurboTax is only generating a record for 3 out of 12 of my 1099-R statements. How can I get it to generate a record for all of them?