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Get your taxes done using TurboTax
Thank you.
I did all that before and NY still added the $20K as excludable.
I think the key is checking "no" to "did you receive periodic payments" on the Federal screen (even though I did receive my pension every month). I think that checking the "yes" answer prompts a $20K exclusion like a 401(k) pensioner would receive.
I wanted to check 2019 return in Turbo Tax to see what was checked, but I cannot open 2019 file ... dialog box indicates that file is open on this computer but it's not. Error 190.
‎February 2, 2021
12:54 PM