Thank you for your quick reply. I have a clarifying question.For these steps:7. Enter the distribution amount in box 1 of the substitute 1099-R8. Enter the earn...
Hi @DanaB27, The excess contribution (401k Roth) was rolled over to our regular Roth. The excess contribution was with a second employer (after maxing out and r...
Okay, I understand your reply. However, is the NY tax rate based on my federal AGI? Because I literally made $7000 sourced from NY. My tax due is roughly $400. ...
