Cynthiad66
Expert Alumni

Get your taxes done using TurboTax

You just enter the 1099R as it is or is it a W-2.  Law enforcement retiring in NY does not pay NYS income taxes you are exempt. 

 

You make the adjustment on the NYS tax return. 

TurboTax will not automatically exempt the pension after you select a qualifying New York state pension in the Form 1099-R input. Another step is necessary in the New York section.

  • Go to the screen Changes to Federal Income
  • Select Received retirement income
  • Click Done on the screen Retirement Distributions Summary
  • Enter the excludible amount of you NY pension(s) on the screen Governmental Pension Exclusion

 

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