NYS IT-1099-R

Forum|Forum|6 years ago
February 7, 2020
9 replies
40 views

Turbo Tax did not generate a New York State IT-1099-R Summary of 1099-R statement.

Due to my circumstances, I have to mail my NY states forms in and the instructions state that they must include a IT-1099-R form.

billaud30

Level 2

I have the same issue (must mail my NYS return), however the instructions state T_Tax will generate the IT-1099-R (when required).

Did you ever get any guidance on the form(s) NOT being required?

I cannot find any confirmation that they are NOT required in my circumstance (other than they just aren't there)

Please let us know

JohnW152

Alumni - Intuit

Without knowing what your circumstance is, I can't tell if you need to file Form IT-1099-R or not.

However, according to the Lines 72, 73, and 74 – Total New York State, New York City, and Yonkers tax withheld instructions in the Instructions for Form IT-201,

If you had New York State, New York City, or Yonkers tax withheld from annuities, pensions, retirement pay, or IRA payments, you must complete Form(s) IT-1099-R, Summary of Federal Form 1099-R Statements….

Submit … Form(s) IT-1099-R with your Form IT-201.

billaud30

Level 2

Hi JohnW (after too long a time away),

Thanks for the excerpt from the instructions, and we did have NYS tax withheld from our retirement pay, and hence it makes sense for the 1099-R to be required. My only frustration (I guess) remains w/ NYS itself: Isn't the 1099-R populated during data entry to Turbo Tax sufficient? -Rhetorical Question ;).

Thanks again,

Bill and Aud

ddgeorge1954

Level 2

I also need to send printed copy of NYS because it did not allow me to submit my Federal electronically

I did NOT get the 'Summary of Federal Form 1099-R Statements' to attach

Can NOT find even to print seperately

LenaH

Alumni - Expert

Can you clarify what version of TurboTax are you using?

@ddgeorge1954

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avin14

Level 2

I also have no choice but to mail the NY state return. TT did not generate a summary of federal form 1099-R statements. I tried to ask it to generate one or find a blank one with no luck in any of the search functions. Hoping you or another user found a resolution to share.

billaud30

Level 2

Hi avin14,

This is our third time having to send in FED and NYS forms due to one reason or another 😞

...and I now feel confident in sharing what I have accepted regarding the 1099-R in NYS: It/ They are not required by default.

IF there are circumstances that occurred (Distribution taxes withheld from NYC and some surrounding areas; NYS taxes withheld by the distributing company)
THEN a summary will be generated by T_Tax, and that summary should be included.

For our first mailing, I was incredibly nervous that I couldn't get these generated, but by our third trip around the sun here, I have completely accepted the "File By Mail Instructions" that T_Tax generated for our NYS return:
• Second paragraph of What You Need to Mail starts out w/ "Do not attach copies of federal Form(s) 1099-R to your tax return"
• Further on it states a "Summary of Federal Form 1099-R Statements" are to be attached instead, and that these will be generated automatically when required.

So in summary, I have accepted that T_Tax will generate these summaries if they are needed.

Hope that has helped calm some anxiety,

-Bill