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Level 1
September 28, 2020
Question

New York State Individual Return

  • September 28, 2020
  • 2 replies
  • 17 views

Trying to e file NYS return for a taxpayer on extension till 10/15/20.

 

Turbo tax keeps asking for the IRA tax withheld and will not accept the answer and will not e file state or federal return.

 

I have answered Turbo ax question correctly but

they will not e file.  

 

What is wrong with Turbo Tax?

    2 replies

    DoninGA
    Level 15
    Level 15
    September 28, 2020

    On the Form 1099-R did you enter the federal taxes withheld in box 4 and the state taxes withheld in box 12?

     

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

    fanfare
    Level 15
    September 29, 2020

    you cannot e-File state  via Turbotax unless TurboTax has first  e-Filed your federal return and seen it to be ACCEPTED.

    What does any of this have to do with tax withheld for an IRA distribution ? Nothing.