Summary of Federal Form 1099-R Statements - Tax NY-2026

1. Click ‘Get Form’ to open the Summary of Federal Form 1099-R Statements in the editor.
2. In the top section, enter your name and Social Security number (SSN) or employer identification number (EIN) as shown on your income tax return. If filing jointly, include both names and the primary SSN.
3. For each federal Form 1099-R received, complete a corresponding Record section. Enter amounts in whole dollars only, following rounding rules: drop amounts below 50 cents and round up from 50 cents.
4. Fill in Box A with the payer’s name and address, and Box B with their federal identification number as they appear on the federal form. If applicable, mark an X in the Corrected box for any corrected forms.
5. After completing all records, transfer tax withheld amounts from Box 14 for NY State, Box 17 for NYC or Yonkers to your income tax return as instructed.

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