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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.
‎February 2, 2021
4:03 PM