Where do I put my 1099R New York State retirement income and tax withheld
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Where do I put my 1099R New York State retirement income and tax withheld

there doesn't seem to be any boxes to report 1099R NYS retirement income and the subsequent taxes withheld.  Help
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Where do I put my 1099R New York State retirement income and tax withheld

You enter the Form 1099-R in the federal section of the program.  Then income and any state taxes withheld will flow to the state tax return.

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R

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