I amended my Federal return to include an additional 1099-R is this adjustment automatically added to my NYS return or are specific changes needed to NYS return?

[TomK2023]

No, not exactly.  The program pulls the Federal data into the New York section, but you still have to start and file the state amendment separately (file Form IT-201-X Amended Resident Income Tax Return).

1. Add the 1099-R to your Federal return, and continue through the Federal section until done.
2. Select the State Taxes tab, and Click on "Your State Returns."
3. Click "Edit" (or "Update") next to New York.
4. Look for a section titled "Other Tax Situations" or "Additional Tax Situations", and Select "Amend a Previously Filed Return."
5. Verify that the 1099-R has flowed from the Federal return to the New York return.  Make sure that  any state-specific pension exclusions (e.g., the NYS $20,000 retirement exclusion) are applied correctly to the new 1099-R.

Note: New York State law requires you to file an amended state return within 90 days of amending your Federal return if the change affects your taxable income.

If the program doesn't give you an e-file option for the amended state return (IT-201-X), send it to the address listed on the printed instructions.

If you DO mail the return, include a copy of the new 1099-R and a copy of your Federal 1040-X.

And finally... wait until the IRS has accepted your Federal amendment before you mail or e-file the New York amended return (just in case the IRS makes further adjustments to your 1099-R entry).

If you are NOT including a payment (expecting a refund or zero balance):
STATE PROCESSING CENTER
PO BOX 61000
ALBANY NY 12261-0001

If you ARE including a payment (check or money order):
STATE PROCESSING CENTER
PO BOX 15555
ALBANY NY 12212-5555 

[TomK2023]

No, not exactly.  The program pulls the Federal data into the New York section, but you still have to start and file the state amendment separately (file Form IT-201-X Amended Resident Income Tax Return).

1. Add the 1099-R to your Federal return, and continue through the Federal section until done.
2. Select the State Taxes tab, and Click on "Your State Returns."
3. Click "Edit" (or "Update") next to New York.
4. Look for a section titled "Other Tax Situations" or "Additional Tax Situations", and Select "Amend a Previously Filed Return."
5. Verify that the 1099-R has flowed from the Federal return to the New York return.  Make sure that  any state-specific pension exclusions (e.g., the NYS $20,000 retirement exclusion) are applied correctly to the new 1099-R.

Note: New York State law requires you to file an amended state return within 90 days of amending your Federal return if the change affects your taxable income.

If the program doesn't give you an e-file option for the amended state return (IT-201-X), send it to the address listed on the printed instructions.

If you DO mail the return, include a copy of the new 1099-R and a copy of your Federal 1040-X.

And finally... wait until the IRS has accepted your Federal amendment before you mail or e-file the New York amended return (just in case the IRS makes further adjustments to your 1099-R entry).