LSG1
Level 3

Get your taxes done using TurboTax

@CadLfor me, it doesn't matter if I check no, or yes to the regular payments. It still takes both the full exclusion plus the $20,000 when the NY state and  local retirement system is checked. The only way for me to have it not include the $20,000 is to either check US government  or Certain public authorities and then it only excludes the full pension and not the $20,000.