I was just digging around to see if the "Subject to Tax" (which will raise the tax, but is correct in doing so) or the "tax-exempt" is more appropriate.
The list below includes the plans that would require selection of Subject to Tax. The reason for this, as that these plans are not subject to New York state tax upon withdrawal.
- A member of the New York State and Local Retirement systems, which include the New York State Employees' Retirement System and the New York State Police and Fire Retirement System.
- A member of the New York State Teachers' Retirement System.
- An employee of the State or City University of New York who belongs to the Optional Retirement Program.
- A member of the New York City Employees' Retirement System, the New York City Teachers' Retirement System, the New York City Board of Education Retirement System, the New York City Police Pension Fund, or the New York City Fire Department Pension Fund.
- A member of the Manhattan and Bronx Surface Transit Operating Authority (MABSTOA).
If none of the above apply to you, select the "tax exempt" option, it may not be possible to e-file but I am not 100% confident that this is the case, so I would give it a try anyway.
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