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New Member
posted Feb 1, 2024 10:02:28 AM

Should annuity summary on state form does not include ALL annuity distributions reported on federal?

Morgan Stanley RMD not carried over to State

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1 Replies
Expert Alumni
Feb 4, 2024 4:46:39 PM

Go back to the entry screen for your Form 1099-R and make sure you have added all of the state information from your Form 1099-R.

 

Here's where to enter/edit your 1099-R in TurboTax:

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.