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ccjm0921
New Member

My rmd distribution from my 403b are taxable in the state of New York.how do I submit it on my 1040?

RMD distribution from 403B is taxable in NEW YORK STATE.how do I submit it on on turbo tax?
3 Replies
tagteam
Level 15

My rmd distribution from my 403b are taxable in the state of New York.how do I submit it on my 1040?

Critter-3
Level 15

My rmd distribution from my 403b are taxable in the state of New York.how do I submit it on my 1040?

After you enter the 1099-R in the federal income section and answer a couple of questions that income will transfer to the NY return automatically.   Complete the state interview later then review the return before filing.

VolvoGirl
Level 15

My rmd distribution from my 403b are taxable in the state of New York.how do I submit it on my 1040?

Did you get the 1099R for it?  

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself


Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

 

Be sure to answer all the follow up pages to the end of that section.  

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