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For anyone seeing this, this is a Proseries bug. Not sure if/when it will get fixed, but I worked around it by creating a dummy 1099-R with a $1 Code G IRA roll...
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Client has a 1099R showing a Code H rollover from a Roth 401k to Roth IRA. Entering any amount on Box 1 of 1099-R with Code H in Box 7 triggers the checkbox on ...
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It should just lower Federal income, but it also treats the NY credit as an individual payment of state tax that is paid with the return and adds it to Sch A fo...
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Client is a partner in a partnership that has elected into the NYS PTE. The partnership pays NY tax at the entity level. That has two impacts on the partner: 1)...
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Same here.
