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To calculate the correct amount of excludable distribution on your NYS return, please follow the steps and screenshots below. 

First, enter None of the above on the screen, Where is your distribution from?

Then, please follow the instructions below to indicate that you were a beneficiary on the state return:

1. Open your state return.
2. On the page Changes to Federal Income, click on Start next to Received Retirement Income.
3. Click Edit next to the IRA.
4. Answer yes to the question, Were you a beneficiary?
5. Enter the decedent information on the next page and continue through the return.

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