Form IT-1099-R

If you had New York State, New York City, or Yonkers tax withheld from annuities, pensions, retirement pay, or IRA payments, you must complete Form IT-1099-R , Summary of Federal Form 1099-R Statements . Submit as many Forms 1099-R as you need to report all the Forms 1099-R you received.

Enter on the appropriate line your total New York State, New York City, and Yonkers tax withheld from any of the following:

Form IT-2, Summary of W-2 Statements

Form IT-1099-R, Summary of Federal Form 1099-R Statements

Form 1099-G, Certain Government Payments

Form W-2G, Certain Gambling Winnings

Submit all your Forms IT-2 and IT-1099-R with your Form IT-201. In addition, submit any federal Forms 1099-G and W-2G that show any New York State, New York City, and Yonkers tax withheld.

Do not submit federal Form W-2 or 1099-R with your return. Keep copies of those forms and the forms you submitted with your return for your records.