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