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February 6, 2021
Question

Retirement Source

  • February 6, 2021
  • 1 reply
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Retirement source from NYS teachers auto switches to US government.  All entries checked and rechecked.

    1 reply

    February 9, 2021

    Check your 1099-R entry in your Federal Return.  Type '1099-r' in the Search area, then click on 'Jump to 1099-r'.

     

    Choose Edit/Review and you should come to a screen asking 'where is this distribution from'

     

    If you have added New York State to your return, under the option 'Choose one of these retirement providers' you should see 'NY Residents State or Local Government Pension' (screenshot).

     

    Click this link for info on How to Enter a 1099-R