Yes, thanks - I entered $0 for the Exclusion Claimed on Decedent's Return, but it's not applying the exclusion to the NY AGI.
Just to complicate things, I have spoken to another agent who said that the first agent's interpretation was correct: that for the beneficiary to qualify for the exclusion the decedent would have had to have been a NY resident because of the language "If you receive pension and annuity income of a deceased individual, you may take this subtraction... if the deceased would have been entitled to it had the deceased continued to live."
This agent said that since the deceased, as a non-NY resident, would not have been entitled to that exclusion had he continued to live, then the beneficiary isn't either?? That seems like a somewhat convoluted interpretation of that language, but I don't want to take the exclusion incorrectly for her and incur penalties.
As a separate issue, as far as I can tell, there's nowhere in the TurboTax software that asks whether the decedent was/wasn't a NY resident, so the fact it's not applying the exclusion doesn't make sense to me!
Thanks for any light you can shed on this!
