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Level 1
January 26, 2022
Question

1099-r source selection not staying as selected

  • January 26, 2022
  • 2 replies
  • 23 views

I enter the information from my 1099-R (NYS pension income).  For source, I select "Other Pensions of New York State and local governments.".  I complete the section.  When I go back in I find that "US Government (including military)" instead of what I selected.  I have tried multiple times and on both mine and my wife's 1099-R entry.

    2 replies

    Level 13
    January 26, 2022

    Most of the entries for the 1099-R forms are done in the federal return. If you are using TurboTax Online, you can enter them three different ways, either import from the financial institution, upload from your computer, or type it in yourself.
    If you imported it, please delete the existing one and type it in manually, so you see all the choices.

    1. On the screen that lists the different 1099-R forms, select the trashcan icon on the right for this form.
    2. Then select Add Another 1099-R
    3. Continue
    4. Change how I enter my form on the bottom right
    5. Select Type it in myself
    6. For Who gave you a 1099-R, select the box on the upper left, for 1099-R

    And continue with the entries. This should resolve the type of pension listed. Below is a screenshot of a place where you will need to select 1099-R. If it was somehow initially selected as a CSA-1099-R, that would explain this.
    If it continues to behave this way, please let us know if you see this in the federal return or a state return and if a state, which state. Also what else is on that screen. This will help us determine what is happening.
     

    1099-R type selection

     

    SteamTrain
    Level 15
    January 26, 2022

    @gherd100 

     

    Yeah, I've seen that selection issue for other states too.

     

    The thing is, that the interview provides a whole list of selections so thatt folks with specific NY State/City /Federal pension types can find their exact one. But, most of those selections really point to the exact same NY income deduction.....none of which is specifically identified when it goes on the actual NY tax return.  SO every time you go thru, it just resets to the top selection in the interview  (in most cases) .....but you are still getting the same NY income deduction  As-if it was a Military 1099-R.

     

    IT would be great if the software writers could find a way to keep the exact setting you made and stop driving thousands of taxpayers crazy....but they don't.  Just set it properly, and don't go thru that part of the interview, unless you have to for some other reason.

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*