About jacquie12

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Re: New York State taxes 1099-R

Thank you! It worked! Such a simple thing that Turbotax could fix.

jacquie12

Updated Feb 10, 2026
Solved Re: For New York State, this year my pension was listed as a subtrac...

Thank you.

jacquie12

Updated Feb 10, 2026
Re: Direct rollover from qualifying plan to traditional IRA getting ...

You can look at the actual 1040 forms by clicking on forms up on the top menu. I believe it's lines 5A, 5B, & 5C.

jacquie12

Updated Feb 09, 2026
Re: Direct rollover from qualifying plan to traditional IRA getting ...

I agree!

jacquie12

3

Updated Feb 09, 2026
Re: Direct rollover from qualifying plan to traditional IRA getting ...

If Box 7 says G and Box 2A says $0, you are probably okay. On Turbotax, switch to your tax forms and see what is recorded on lines 5A, 5B, and 5C. 5B should sta...

jacquie12

5

Updated Feb 09, 2026

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