Hi,
Im having a situation with the 1099-R. The system is asking me Where is your distribution from? but not sure what to select. The distribution came from my former employer and I rollover the 401K to my new employer (private sector). But when I selected non of the above my due taxes increased a lot and Im not supposed to pay taxes for that. What can I do? Below are the options the system is giving me.
Thanks!
Where is your distribution from?
Select the source of this distribution and enter any other New York information.
Retirement distributions from:
- US Government (including military)
- New York State and City Education
- Certain public authorities
- NYC Variable Supplemental Funds (VSF)
- Certain annuity funds
- Other Pensions of New York State and Local Governments
Retirement distributions from:
- New York State and City Education (optional retirement program)
- IRA rolled over from a former government pension
Not eligible for exclusion for those over age 59 1/2
None of the above (select for deferred compensation 457 plans)
