2023 NYState Tax does not print all the 1099Rs that I have, I'm not sure it will efile. Program prints 3, my wife and I have 4.

Were you able to solve your issue? We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Facts

1) I have 4 1099-R's   - turbotax lets me enter the data for all of  them, it calculates my tax correctly for both Federal and NY State tax.

2) NY State requires that a copy of all 1099Rs (as well as W2s) be included in the return.

3) When I create a record of my return (I have not submitted them), only 3 1099R's are printed

      the first page has 1099R #1 and #2

      the second page has 1099R #3 and 'instructions'

     nowhere is 1099R #4 shown.

4 even just creating a pdf or printing NY State form IT-1099-R, only shows three of the 4 1099R content but consistently the instructions in the picture above show beneath the 3rd one.

 

Please let me know if something specifically is  unclear.

Thanks.  Thomas Donovan

If you entered all of your Forms 1099-R and your income and taxes are calculated properly (including all Forms 1099-R) than TurboTax has included them all in your income.  You are e-filing your NYS tax return, correct? They will be transmitted to New York State correctly. You do not need to mail them.  

 

Have you tried previewing your return to see if all Forms 1099-R have been properly input and are included in your income?

 

You can do this as follows:

 

You can view your entire return or just your 1040 form before you e-file in TurboTax online as follows:

 

1. Sign in to your TurboTax account.
2. Open or continue your return.
3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner).
4. With the Tax Tools menu open, you can then:
   • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first).
   • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.

 

You can preview your return in the TurboTax Desktop software by following these steps:

1. With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
2. In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
3. Scroll down to view all the forms if you choose to preview multiple forms.

 

Thanks, the one 1099R is missing from the preview as seen from your instructions.

 

It is a NY State pension 1099R however, so it is removed from NYS Income, but I didn't think it could be removed from the return.  I read the requirement for NY State tax returns is to supply all 1099R's, not just the three in the Preview.

 

in Summary, If the 1099R is not needed in the return because it's a deducted, then the preview would look correct. I am thinking that the missing 1099R is needed to confirm that the deduction is valid ... i.e. it comes from NY state and is a deductible pension.

No, that 1099-R is omitted because it is not part of the NY state return.  NY state has received a copy of it separately and will not be expecting it to be included.  You're all good to go.

 

@TomD2023