Actually, maybe this simple example from my 2023 tax return will help. I took a $1000 distribution from my inherited IRA. This amount is on Line 9 of IT-201, with the box checked because I received it as a beneficiary. Line 29 only has an amount of $299.
When I go through the steps to amend my 2023 state return in TurboTax, this is what I'm seeing:
Total federal taxable non-disability pensions and IRA distributions: $1,000
New York deduction for government pensions: $0
New York deduction for railroad retirement: $0
New York deduction for other pensions: $299
Total taxable pensions and IRA distributions: $701
To edit any of the above information, you'll need to go back to your federal return.
