LSG1
Level 3

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.