I am a New York state retiree, so my pension is fully excluded in NY.
In past years using Turbo, the questions that were asked on the pension screen (NYSLRS retiree, qualified plan) prompted Turbo to carry it to NY as fully excluded.
The same questions are on 2020 Turbo, but it does not carry to the NY return and I notice a box on NY to input the amount of excluded pension, which I filled in (all of it).
On the return preview, NY subtractions show both the full pension exclusion AND $20K for a "regular" pension exclusion. I had to manually delete the $20K exclusion for the return to be correct.
Any suggestions from anyone on how I could have input this differently to alleviate this error?
Geez, ya gotta be well-versed in tax law to complete your own taxes!
Thank you!
