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Non qualified plan distribution - NYS
There was a post last year about an error in Turbo Tax whereby it doesn't include non-qualified pension plan distributions (reported on line 11 of W-2) in the NYS pension and annuity exclusion (line 29 of Form IT-201). The solution was to manually override, which then means that the e-file option is not available and a paper form must be filed. Is there any update on this since last year? I am working on my taxes and the same issue still seems to exist.
‎February 26, 2025
9:33 PM