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What option should I choose for where is your distribution from?

It's a distribution from a pension plan from Ryder truck company. I'm unsure which source of distribution to choose on the where is your distribution from page?
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3 Replies

What option should I choose for where is your distribution from?

Select None of the above and Continue since this a corporate pension.

What option should I choose for where is your distribution from?

Thank you! That’s what I chose but when I get to the e-file part it tells me on my federal return to check the 1099-R for that plan. It says for electronic filing, NYS with holdings cannot be greater than or equal to gross distribution or state distribution. But on the 1099-R the state tax withheld is $240 which is the amount I’m entering.

What option should I choose for where is your distribution from?


@marussell54 wrote:

Thank you! That’s what I chose but when I get to the e-file part it tells me on my federal return to check the 1099-R for that plan. It says for electronic filing, NYS with holdings cannot be greater than or equal to gross distribution or state distribution. But on the 1099-R the state tax withheld is $240 which is the amount I’m entering.


Is the state distribution in box 16 the same as the gross distribution in box 1?

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