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Get your taxes done using TurboTax
@GloriaLthank you, but you suggestion does not help.
I have the same problem. We enter the correct amount in the Where Is This Distribution from? screen. I put that the pension is a New York State and Local Retirement System (NYSLRS) and it takes both the full pension amount plus the $20,000 exclusion from the state taxes. The only way to fix this is the say it is a US Government pension, and then it takes the full amount, but does not take the $20,000. I actually had this same problem in 2019. The quesionaire is wrong, but then then the finalized Tax form is correct. If I just let it go, I'd be getting back way too much of a refund.
ā€ˇFebruary 2, 2021
12:02 PM
2,119 Views