Turbo Tax did not generate a New York State IT-1099-R Summary of 1099-R statements. How can I correct this? Thanks.

Forum|Forum|7 years ago
June 1, 2019
1 reply
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BTW, there was 1099-R amounts entered into our federal return - and these were carried over to the state return. We are simply missing the summary sheet.

TurboTax Deluxe Online

S

SweetieJean

Employee

You must complete Form IT-1099-R only if you file a New York State income tax return; and you received 1099-R statements that show New York State, New York City, or Yonkers withholding. Is that the case for you?

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Lenvan24

I have the same issue no form generated. There was no NY taxes taken out. But due to my circumstances, I have to mail my NY states forms in and the instructions state that they must include a IT-1099-R form.

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pmg

Is this a bug?

I ended up having to mail my Federal and NYS returns because my electronic filing was rejected due to another TurboTax issue regarding an IRS AGI mismatch for a deceased spouse.

So--do I send in the individual 1099 statements with my NY return, not send anything because no NYS tax was withheld, or will TurboTax fix this issue and generate the Summary of Federal 1099-R statements?