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State tax filing
@Sunshine101210 Please follow the suggestions offered by SandraM her her awesome Turbo Tax post.
"Here are the steps to enter your exempt New York State employee pension:
On the Federal Income Tax portion:
- Go to federal>income and expenses
- Scroll down to Retirement Plans and Social Security
- At IRA,401(k), Pension Plan Withdrawals (1099-R), click Start (or Update)
- Enter your 1099-R or if you have entered it, click on Edit then Continue
- Answer the next questions until you get to the Where Is This Distribution From? screen
- Select the source New York State Employees and enter the information requested:
- Click on Continue
- Click on From a Qualified Plan
- Continue answering the questions
On the New York State return portion:
- At the Changes to Federal Income page, scroll down to Received retirement income, click Start (or Update)
- At the Retirement Distributions Summary page, click on Edit New York State
- If no additional information is required, click on Continue
- Click on Done
Review the Pension Deduction Summary for the deduction once you are able to access the forms."
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‎February 25, 2022
3:27 PM