DaveF1006
Expert Alumni

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:

  1. Go to federal>income and expenses
  2. Scroll down to Retirement Plans and Social Security
  3. At IRA,401(k), Pension Plan Withdrawals (1099-R), click Start (or Update)
  4. Enter your 1099-R or if you have entered it, click on Edit then Continue
  5. Answer the next questions until you get to the Where Is This Distribution From? screen
  6. Select the source New York State Employees and enter the information requested:
  7. Click on Continue
  8. Click on From a Qualified Plan
  9. Continue answering the questions

On the New York State return portion: 

  1. At the Changes to Federal Income page, scroll down to Received retirement income, click Start (or Update)
  2. At the Retirement Distributions Summary page, click on Edit New York State
  3. If no additional information is required, click on Continue
  4. Click on Done

Review the Pension Deduction Summary for the deduction once you are able to access the forms."

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