AmyC
Expert Alumni

State tax filing

An IRA qualifies for the $20,000 exclusion according to Common questions and answers about pension subtraction | NY DOR states on page 2:

• TIAA/CREF Supplemental Retirement Annuities (SRA);

• 403B plans;

• Group Supplemental Retirement Annuities (GSRA);

•IRAs; or • Roth IRAs.

These distributions would qualify for the $20,000 pension and annuity income exclusion under Tax Law section 612(c)(3-a).

 

You can amend tax returns, if needed.

 

@cpuzben

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