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Can you explain why turbo tax is thinking I need to file NY state taxes? I don't live there or have earned income from there and I live in state with no state taxes

I do have one 1099R from NY Life and in box 16 State distribution they have my gross distribution amount
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1 Best answer

Accepted Solutions
MarilynG1
Expert Alumni

Can you explain why turbo tax is thinking I need to file NY state taxes? I don't live there or have earned income from there and I live in state with no state taxes

The State Distribution Amount in Box 16 on your 1099-R applies to your Resident State, so no, you don't have to file a New York tax return.

 

If you did file a Resident State Return, you would report that amount there.   Since you don't, you can leave that box blank when you enter your 1099-R in TurboTax.

 

Here's How to Enter 1099-R

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4 Replies

Can you explain why turbo tax is thinking I need to file NY state taxes? I don't live there or have earned income from there and I live in state with no state taxes

Are Boxes 14 and 17 blank on your 1099R?  If so, just leave Box 16 blank when you enter your 1099R into Turbotax. 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
MarilynG1
Expert Alumni

Can you explain why turbo tax is thinking I need to file NY state taxes? I don't live there or have earned income from there and I live in state with no state taxes

The State Distribution Amount in Box 16 on your 1099-R applies to your Resident State, so no, you don't have to file a New York tax return.

 

If you did file a Resident State Return, you would report that amount there.   Since you don't, you can leave that box blank when you enter your 1099-R in TurboTax.

 

Here's How to Enter 1099-R

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Can you explain why turbo tax is thinking I need to file NY state taxes? I don't live there or have earned income from there and I live in state with no state taxes

Yes boxes 14 and 17 are blank but I have already filed by Federal Income tax and it has been accepted.  I don't want to do anything to my documents until I receive my refund.  So do I just ignore for now or go back and amend it later and remove item from box 16.

Can you explain why turbo tax is thinking I need to file NY state taxes? I don't live there or have earned income from there and I live in state with no state taxes

already filed my federal taxes and they have been accepted so was surprised when a few day later i get a message from Turbo Tax to file state taxes for NY.  I will need to do nothing till I receive my refund.  But good to know that 2 answers say I don't need to file NY state taxes.  Boxes 14 and 17 are blank.

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