After you file

Since only one of you is showing anything, please review your 1099-R entry and make sure the correct owner is marked for each pension. I made up John and Jane Doe with NY pensions, one $45,000 and one $55,000. Please follow these steps:

1. While going through the 1099-R entries:
   1. double check that you selected state and local government for the pension. 
   2. After the selection, select the NY box. 
   3. Be sure to mark from a Qualified Plan.
2. You can also go through the state return and verify no additional information is needed in the Received Retirement Income section. You should not need to do anything here.
3. Finally, review your forms and line 26 will show your pension exclusion.