MarilynG1
Expert Alumni

State tax filing

You are correct. The instructions for the New York IT-1099R say that if you had no New York State, New York City or Yonkers withholding, you don't need to submit this form.

 

If your pension is taxable to New York and you are over the age of 59 ½ or turn 59 ½ during the tax year, you may qualify for a pension and annuity exclusion of up to $20,000.

 

Click this link for details about Form IT-1099R

 

[Edited 03/04/2022 12:27 pm]

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"