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Question about NYS pension and annuity income exclusion
My daughter inherited an IRA from her father who died several years ago. She is younger than 59-1/2, but b/c it is a beneficiary IRA, she must take yearly RMDs. She is now a NY resident, but her father (the decedent who owned the IRA) was not a NY resident.
Does the NYS pension and annuity income exclusion apply to her RMDs even though the original owner of the IRA (her father) was not a NY resident?
thanks for any advice!
March 27, 2022
7:43 PM