Question

What option should I choose for where is your distribution from?

Forum|Forum|5 years ago
February 19, 2021
1 reply
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It's a distribution from a pension plan from Ryder truck company. I'm unsure which source of distribution to choose on the where is your distribution from page?

TurboTax Free Edition Online

DoninGA

Employee

Select None of the above and Continue since this a corporate pension.

M

marussell54Author

Thank you! That’s what I chose but when I get to the e-file part it tells me on my federal return to check the 1099-R for that plan. It says for electronic filing, NYS with holdings cannot be greater than or equal to gross distribution or state distribution. But on the 1099-R the state tax withheld is $240 which is the amount I’m entering.

DoninGA

Employee

@marussell54 wrote:

Thank you! That’s what I chose but when I get to the e-file part it tells me on my federal return to check the 1099-R for that plan. It says for electronic filing, NYS with holdings cannot be greater than or equal to gross distribution or state distribution. But on the 1099-R the state tax withheld is $240 which is the amount I’m entering.

Is the state distribution in box 16 the same as the gross distribution in box 1?