I had a CSA 1099R Statement of Annuity Paid for 2021 with gross distribution $26560 and taxable amount 26263.52. That's my regular payment monthly after I retired. I have two questions:
1. Do I check the source as 'None of the above'? or 'US Government'?
2. When I review the NY State tax form IT-201, line 29 Pension and annuity income exclusion, isn't I suppose to get $20,000 subtraction from there? The turbo tax doesn't show that when I preview the form? Is there a bug in the software ? Please advise. Thank you!
