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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.
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May 16, 2021
1:03 PM
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