Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
L
lavcon
February 6, 2021
Question

Retirement Source

  • February 6, 2021
  • 1 reply
  • 0 views

Retirement source from NYS teachers auto switches to US government.  All entries checked and rechecked.

    1 reply

    M
    mglauner
    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. 

     

     

     

    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification